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. 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 Debtor 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 Module including product bundles, discounts and "run out stock" specials
Update their information - contact details, department, sales visit day, delivery day, addresses etc
- 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, count 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 an 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