Customer Portal

Web portal connecting customer to relevant data from your ERP.

Empower your customers, add hours to the days of your customer service team. Customers can place request for quote, convert quote to orders, check status on their orders & view/download invoices, financial statements.

Visual ERP
Customer Portal

Save Hours in the day of your Customer Service & Finance Team

  • A secure web based portal where your customers can log in to get status on Sales orders
  • Place RFQ, receive quotation, and convert to orders
  • Search & download invoices, View & Download customer statements.
  • Reduces phone / Email communication on daily repetitive tasks.
  • Reduce AR outstanding invoices

Integrated with Infor Visual ERP system

  • -> Can be customized for other ERP systems.
  • -> Customer can place request for proposal
  • -> Items picked up from Visual ERP
  • -> Internal Team can convert the RFP to Quotes
  • -> Customer can convert Quotes to Orders
  • -> Customer can also create Orders directly
  • -> Customers can check Statement, Invoices
  • -> Customer can track Order Status
Visual ERP
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