Solution
A digital branch open to your customers 24/7
The Customer Portal (Self-Service) is a digital self-service interface where your customers can view their invoices day and night, check the status of their orders and open support requests. The portal is connected directly to the ERP database; when a customer logs in, they see their account statement, shipment status or service ticket in real time.
Challenges you face
Problems in day-to-day work
This module is built to fix the problems below.
- Teams are busy with the burden of providing information because customers constantly call the account representative and accounting for statements, invoice copies and order status.
- Reconciliation processes stay slow and untracked because they run over email and phone.
- The customer experiences uncertainty because they do not know which stage their order is in.
- Complaints and support requests are resolved late because they are not recorded.
Capabilities
What can you do with A digital branch open to your customers 24/7?
The module's core features.
Live account statement and e-reconciliation
Customers view their receivable/payable balances, due payments and past movements on their own panel and download them as Excel/PDF; they respond to the month-end reconciliation letter from the portal with 'agreed' or 'rejected'.
Invoice archive
Customers download all of their past e-invoices with a single click through the portal, without calling accounting.
Order and shipment tracking
The customer monitors live which stage their order is in (approved, being prepared, shipped); they see the location on a map from the tracking number and reach the delivery record.
Support requests
The customer opens a ticket through the portal on topics such as 'my product arrived damaged', 'there is an error on the invoice' or 'I need technical support'; the request is recorded.
Live data flow with the ERP
The portal is connected directly to the ERP database; the account statement in accounting, the shipment status in logistics and the service ticket in field service are reflected to the customer in real time.
Outcomes
What it delivers for your business
What you see in daily operations once it is set up properly.
- Customers check statements, invoices and order status themselves, so the account representative and accounting get fewer calls.
- Statements are live and reconciliation is answered in the portal, so the process is recorded.
- Customers see which stage their order and shipment are at.
- Support requests are recorded, and issues are tracked until resolved.
- Customers handle their own requests 24/7, without waiting for office hours.
FAQ
Frequently asked questions
Yes. Customers can view their live account statements, due payments and past movements on their own panel and download them as Excel/PDF.
Yes. The month-end reconciliation letter is sent through the system; the customer completes the process digitally by responding 'agreed' or 'rejected' from the portal.
The portal works live with the ERP database; the order stage (approved, being prepared, shipped) and shipment location are updated in real time.
Yes. Customers open a ticket through the portal on topics such as damage, invoice error or technical support; requests are recorded and tracked.
Let's configure A digital branch open to your customers 24/7 around your business
Get in touch for a demo tailored to your team's needs.