Self-Service Portal for Customers
Your customers solve on their own what they would otherwise call or email your team for, available 24 hours a day.
Let's talkAccount statements
Balance, pending invoices, and payment history, in real time.
Service requests
Your customers open a ticket without calling or emailing, and track it themselves.
Order status
Track deliveries without asking your sales team.
Everything they can resolve without calling you
The portal is assembled around what your operation needs. These are capabilities we have already built and run in production.
Account and collections
- Account statement with balance aging
- Invoices with due dates
- Per-currency summary for multi-currency operations
Orders and quotes
- Live inventory and pricing from SAP B1
- Orders and offers queryable by business partner
- Quote tracking: what is waiting on your decision and what is on their side
Service and maintenance
- Service requests with visible status and an assigned owner
- Work orders in progress
- Registered equipment per customer, with its history
Operations and access
- Multi-country deployment, each with its own configuration
- Biometric sign-in with Face ID or Touch ID
- Each company administers its own users
In practice
Illustrative scenario based on the product's capabilities
A distributor running SAP Business One receives calls and emails every day from customers asking for account statements, invoice copies and the status of their orders.
With the portal, the customer checks balances, invoices, orders and service requests on their own, and the team stops answering one by one queries that are already in SAP B1.
Read the full use caseInterested for your customers?
Let's talk about how a self-service portal connected to your SAP Business One can free your team from repetitive tasks.
Let's talk