Let trade customers order & pay online, on your portal

The Client Portal is a customer-facing self-service web app for your business customers (shops, restaurants, HORECA outlets and other recurring buyers) branded to you with logo, colours and domain, and enabled per tenant via the Enable client portal setting. Access is deliberately controlled, with no open sign-up: the office selects customers in the ERP’s Customer list and uses the Invite Customers to Client Portal action, and each receives an invitation with login credentials tied to their customer record, so every portal account maps to a known customer you already trade with.

Customers browse and order through the browser, and what they see is governed by the back office, not the portal: catalogue, price list, delivery rules and product whitelists all follow the same configuration the office maintains, so each customer sees their own range at their own prices. Beyond ordering, customers maintain their own delivery addresses and ordering preferences, keeping the record accurate at source and cutting failed deliveries from stale addresses.

Orders are subject to the customer’s credit limit and the order cut-off time, exactly as if telesales had keyed them; the portal is a new front door to the same pipeline, not a parallel set of rules. Each submitted order drops in as a Client Sale Order carrying a Source = Client Portal flag, so the office can tell portal orders apart from telesales, van sales and EDI and report on the channel separately. Customers can cancel their own order while it’s still Submitted; after that they contact sales.

Client Sale Orders arrive with a distinct status so accounts and operations can review them before they join the delivery plan, grouped by Submitted, Approved, Rejected and Merged. The office can approve, edit, reject or merge an order into a standard sale order; approval runs the same pricing, credit and minimum-order checks as a back-office order. A rejection carries a reason the customer sees on the portal, rejected orders don’t consume stock, and stock is committed only once an order is approved.

An approved Client Sale Order becomes an ordinary sale order and appears everywhere sale orders do, picked, loaded and delivered on the route exactly like a telesales or van-sales order, with proof of delivery captured at the door.

A customer-facing statement presents invoices and payments as a running ledger so customers can see what they owe at a glance, view and download invoices and delivery notes, and (where a gateway is configured) pay outstanding balances online, cutting the chase for payment and the “can you resend that invoice?” calls. They also get their full order history across every channel they buy through, not just online, and can reorder from any past order in a click.