Business Portal

Portal Access
Grant customers ‘portal access’ to manage their own profiles; create and follow-up on their own orders and subscriptions; and submit issue tickets. This fully-fledged B2B portal grants customers access to their own billing information and personalized shopping catalog.
Manage Profile
Customers can view and manage their own company profiles including contact methods; locations; and other personal information.
Locations
Customers can manage company locations (branches, warehouses, head office, etc.). They can store location-specific contact persons with their roles and contact information. They can specify location time zones; working hours; and calendars.
Contacts
Customers can create and manage all company contacts, with full profile details such as their location; personal details; contact methods; notes; and interactions. This powerful centralized tool organizes contacts for more informed relationships.
Orders
Customers can view current and past orders and track progress of current orders.
Subscriptions
Customers can view current and past subscriptions.
Shop
Customers can browse available product/service catalogs; add products/services to their carts; and checkout their orders. Customers can only see products/services and prices that are configured for their profile.
Billing
Customers can view all current and past invoices and get a full view of all processed and future payments for any invoice. They can quickly navigate to related orders or apply credit card payments to outstanding payments. Customers with portal access can also apply payments to invoices.
Communications
Customers can view and keep track of all communication (notes, emails, etc.) such as quotes and campaigns you have sent them.
RMA
Customers can create and keep track of all current and past RMA requests. RMAs can only be submitted for completed orders.
Support/Issues
Customers can create and keep track of all current and past issues. Customers can update current issues and respond to CSR inquiries. They can also close or cancel open issues.
Notifications
Customers with portal access can receive payment notifications and access their portal account directly from sent email. Notifications will allow quick access to related order details.
Summary
Customers can view a summary of their billing accounts for insight to their spending and keep track of their purchases. Summary can be displayed by currencies and filtered by year, due dates, outstanding invoices and so on.
Search/Filter
Customers can quickly search and find required invoices; orders; issues; and RMAs. They can use powerful filtering to quickly narrow down required information and easily sort the listed information by the options provided.
Export
Customers can easily export their orders; invoices; and issues. The export function is available on all search screens.