Customer Portal Module

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:

• Review existing and previous orders and invoices, make payments
• Update their information - contact details, sales visit day, delivery day, addresses etc, add delegate people with limited rights
• Orders - Enter new orders, Adjust existing orders (you can impose limitations), Copy a previous order, Track a 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 order.
• Review recommendations - top 10 sellers, selling in your area, not sold in your area, stock run outs
• Steps to get a bigger loyalty discount
• Returns and other claims