A self-service channel for the business customers who order from you again and again — on the same catalogue, pricing, and routes as the rest of the platform.
Shop & Convenience Owners
Restaurants & Cafés (HORECA)
Hotels & Catering
Recurring Trade Buyers
Procurement & Purchasing Staff
What it does
Self-service ordering and account management.
Everything a trade customer needs to order and manage their account online, drawing on the same catalogue, pricing, and credit rules the back office runs on.
Self-Service Web Ordering
Invited customers log in through a browser and place orders themselves, any time — no phone call to the office, no waiting for the next van visit. Orders are subject to their credit limit and the order cut-off time.
Your Catalogue & Pricing
The portal shows the distributor’s catalogue with each customer’s own price list, delivery rules, and product whitelists — all following the same back-office configuration, so the portal never overrides what the office set.
Order History & Reorder
Customers see their full order history across every channel — portal, telesales, van sales — drill into any order for lines, delivered and returned quantities, and PDF invoices and delivery notes, then reorder from any of them in a click.
Statements & Pay Online
A customer-facing statement shows their invoices and payments as a running ledger. Customers can view and download invoices for completed orders and pay outstanding balances online through your configured gateway.
Account Management
Customers manage their own delivery addresses and ordering preferences from the portal, keeping their details current without the office having to make every change for them.
Invite-Only Access
Customers can’t self-sign-up — the office invites them from the Customer list with an Invite Customers to Client Portal action, and they log in with credentials tied to their existing customer record. Controlled activation, every time.
Office Approval & Controls
Portal orders arrive as Client Sale Orders for the office to approve, edit, or reject — running the same pricing, credit, and minimum-order checks as any order. A rejection carries a reason the customer sees, and stock is only committed on approval.
Branded to You
The portal carries your logo, colours, and domain, so customers order on your brand rather than a generic marketplace. Portal orders are tagged Source = Client Portal so the office can tell them apart from telesales, van sales, and EDI.
A portal order joins the same pipeline as every other order, with one review step before it hits the plan. Here’s how one moves through — open any step for the full module detail.
01
Invite the customer
Send a credentialed invite tied to their record.
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.
02
Customer logs in & browses
They shop their own prices, rules, and range.
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.
03
Place the order
Submitted within their credit limit and cut-off.
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.
04
The office reviews & approves
Approve, edit, or reject with a visible reason.
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.
05
Pick, load & deliver
From here it is a normal sale order.
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.
06
Statement, invoices & reorder
View statements, pay online, reorder in a tap.
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.
