Solutions / Customers and suppliers
Customer and supplier portal
A web portal on top of SAP Business One where each customer and supplier signs in to see their own statement, ageing, invoices, payments, deliveries and orders, request a quotation, update their details and raise a support request. Your own staff get a back office beside it.
The problem it solves
Much of the accounts and sales team’s day is answering the same questions: what do we owe, is the order ready, can you resend that invoice. Each answer means looking it up in SAP and sending it by hand.
What it does
- Dashboard per partner: outstanding balance, overdue, credit limit used, open orders and alerts
- Statement and ageing from the ledger, with PDF and CSV download
- Full document history: invoices, credit notes, payments and deliveries
- Quotation requests that arrive in SAP as a queue and become sales quotations
- Master-data updates with certificate upload, sent to you for approval
- A two-way support desk, and a back office for your staff
- No write access to SAP at all: the portal’s database login cannot change it
What changes for the business
- Customers and suppliers find answers themselves, at any hour
- Fewer calls and emails asking for statements and copies of invoices
- Partners see the same figures your accounts team sees, so there is less to dispute
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See it working.
Ask for a demo of Customer and supplier portal and we will walk you through it on a sample company — and tell you honestly whether it fits how you work.