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The customer portal provides a place for your customers to login to the system and do things themselves. It is made easy for a casual user by using pictures and simplified screen flows. Once they have signed in you can show their pricing and make it easier for them because you know the kind of things they would like to order. You decide the level of visibility (for example can they see current stock levels?) and the things they can do. Some examples of what you can have them do:
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It is configurable and you can decide what your customer is able to do and the rules that apply.
Landing on a dashboard that highlights the things you want them to action your customer can:
- See high level messages from the company - for example links to ads created
- Navigate brands and Product Categories drilling to detailed SKU information
- Review existing and previous sales orders and Invoice invoices, make payments
- See the pricing they get (rather than generic pricing)
- See stock levels - or - see 'out of stock' messages - or - see only available items
- Review Promotions including product bundles, discounts and "run out stock" specials
- Update their information - contact details, department, sales visit day, delivery day, addresses etc, add
- Add delegate people with limited rights (for example able to create order but not confirm it.)
- Orders - Enter new orders, Adjust existing orders (you can impose limitations), Copy a previous order, Track acount stock on the shelves so system recommends a refill order, Select from a shortlist of items ordered in last 3 months, Browse catalogue of images to add to the orderan order, be shown freight costs and checkout using account or credit card depending on terms.
- Review recommendations - top 10 sellers, selling in your area, not sold in your area, stock run outs, Brand / Item Category browsing
- Steps required to get a bigger loyalty discount
- Create and monitor Returns and other claims
- Review messages sent to them from you