Customer Portal

The customer portal is a modified version of the webstore that a customer can login to.

The login person will have a BPM Role as an individual debtor or as a representative of a business customer through Generic Person-Company Relation.  The role will determine the capabilities that they have in the system.

The customer portal provides a simple to use flow for a regular customer to make purchases - so it is different to the webstore.  The customer can

1. Review recent orders and invoices

2. Navigate using images - multi-select to add to cart

3. Have a products recently purchased list to rapidly add to an existing or create a new order

   1. Note: Order rules can be configured to be different to other orders if required.  

   2. Normal order rules will be respected such as Credit limits, Terms, Stop Supply (also known as Credit Hold) and Sales Order Hold Status.

   3. Orders that trigger rules will be placed on hold and visible in the order dashboard for review.

4. Filter by brand and product category - choosing items to add to their order

5. Enter a requested quantity - the system responds with an available quantity

6. Be offered top sellers, end of season, short dated or runout items

7. See their specific pricing and specials

8. Be offered promotions

9. Enter preferred delivery dates and details

10. Email confirmations sent to them and the Rep

11. Orders confirmed will immediately reserve stock and be ready to pick like any other order.