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Solutions · Customer Portal

A customer portal that cuts support tickets.

Let customers place orders, track deliveries, see stock and pricing, manage invoices and payments, and raise returns, all from one self-service portal in sync with SAP, Oracle, or Odoo.

Real-time and integrated. Every order, invoice, and return matches your ERP.

How it works

Self-service, straight off your ERP.

Customers get real-time answers, and every action stays in sync with your system of record.

System of record

Your ERP

Orders, inventory, pricing, invoices, and ledgers.

Governance

Permissioned connector

Real-time, least-privilege sync. Security review on every deploy.

Portal

Customer portal

Orders, invoices, returns, schemes, and analytics.

Customers

Self-service

Customers and partners help themselves, 24/7.

Result

Fewer tickets

Faster answers, cleaner orders, happier customers.

The problem

Every "where is my order" is a ticket you should not own.

Manual order placement

Orders come by phone and email, then get re-keyed into the ERP.

No real-time visibility

Customers cannot see stock, delivery status, or their outstanding balance.

Painful returns and claims

Returns, credit notes, and scheme claims drag on across email threads.

Complex pricing and schemes

Channel pricing and promotions are hard to communicate and easy to get wrong.

What the portal does

Everything a customer needs, in one place.

Order management

Self-service ordering with real-time stock and accelerated processing.

  • Live inventory visibility
  • Reorder and quotes
  • Order status and history

Pricing & schemes

Channel-wise pricing and promotions, applied and tracked automatically.

  • Mark-up and mark-down pricing
  • Primary, secondary, tertiary schemes
  • Scheme utilization tracking

Invoices & payments

Statements, invoices, and outstanding balances, with online payment.

  • Invoice and statement download
  • Outstanding and ledger view
  • One-click bulk invoicing

Returns & claims

Built on three pillars: speed, visibility, and control.

  • Returns with or without invoice
  • Single-click claim creation
  • Live tracking to credit note

Inventory & batch

Batch-wise stock and traceability with FIFO and FEFO strategies.

  • Near-expiry and damaged stock
  • Batch traceability
  • Bulk goods receipt

Analytics & dashboards

KPI dashboards and drill-down across the distribution network.

  • Sales, inventory, and financial analytics
  • Fill rate and top products
  • Drill-down to transaction level
Built for each role

One portal, tailored to each audience.

Decision makers
"How are sales tracking against target by channel and brand?"
Executive dashboard
Sales leaders
"Which accounts are slipping, and where is scheme spend going?"
Coverage view
Business partners
"What is my outstanding, and where is my last order?"
Partner view
Illustrative result

Ask the portal, get the answer with the working shown.

"Which customers have open returns waiting on a credit note?"
Answer built from live returns and ledger data in your ERP.
34
open returns
3 days
average to credit note
40%
fewer status tickets
Awaiting approval15
Awaiting pickup10
Awaiting credit note6
Disputed3
Illustrative output. Every figure traces back to a live ERP record.
PERMISSIONED · YOURS TO OWN

Secure, scalable, integrated.

The questions your IT and finance teams will ask, answered before they ask them.

Least-privilege access

Documented integration scoped to exactly what the portal needs.

Customers see only their data

Every customer sees their own orders, invoices, and balances, nothing else.

Full audit trail

Every order, return, and claim is logged and traceable.

On-cloud or on-prem

Deployed to suit your IT landscape, highly available and mobile friendly.

You own everything

Code, configuration, and data stay yours. No lock-in.

Data stays in your ERP

We do not copy your data somewhere it does not belong.

Measurable outcomes

What changes after we ship.

40%

fewer support tickets through self-service

Faster

order processing with no re-keying

3-5 days

claim settlement, freeing partner working capital

Live

visibility of orders, stock, and outstanding

Timeline · live in weeks

Start with the module that hurts most.

WEEK 1 · DISCOVER

Pick the module

Choose ordering, invoices, or returns, and confirm the data and access.

WEEK 2 · CONNECT

Access & data

Permissioned ERP integration, security review, and the master-data map.

WEEKS 3 TO 4 · BUILD

Build & test

Ship the portal module with real customers in a controlled pilot.

WEEK 5+ · LAUNCH

Launch & expand

Go live, then extend across the rest of the portal.

How we engage

Fixed scope. Fixed fee. Yours to own.

  • Start small. Prove value on one module before extending the rest.
  • Fixed fee, not time and materials. Scope is locked after discovery and the fee does not move.
  • Integrated with your ERP. Real-time, documented, and handed over.
  • One named lead. A single owner runs your readouts and owns the outcome.

Book a customer portal walkthrough

A focused session on your customer service pain and the module worth digitizing first. You leave with a plan, whether or not you build with us.

Book the session

Give customers the answers, not a ticket.

Book a discovery call and we will map the self-service module worth building first on your ERP.

Book a discovery call