B2B Customer Portal

What is B2B Customer Portal?

A Customer Web Portal is a secure, self-service business-to-business website integrating with Microsoft Dynamics NAV or Business Central to automate the transfer of information between the two systems. It is designed to give your company the ability to connect and share pertinent account and product information with your customers, while also allowing these customers to easily search, enter and view information. It is a centralised gateway between your company and your customers.

This Customer Portal can be tailor-made based on your business requirements and can be implemented in your in-house server or hosted on your Cloud server.

Why B2B Customer Portal?

Improve customer experience and retention with access to real-time information 24 / 7, 365 days a year, reducing the number of inbound support calls and enquiries.
Enhanced visibility of transactional information.
Removal of costly, non-value adding data entry tasks.

B2B Customer Portal Functionality

Secure 24 / 7 self-service from desktop and mobile devices ( with responsive layout ).
Secure customer login to the Portal via browser.
Product Search / Display Catalogue.
Add Cart / Request for Quotation.
Your Purchase History.
Sales Order, Order Status and attachments.
Order Tracking via a URL link for customer to track their orders from delivery to arrival at customer location.
Delivery Order and Sales Invoices.
View Ledger, Statement of Accounts.
Payment Gateways such as PayPal.
Allow display of PayNOW QR Code for invoices selected for payment.
Whatsapp or SMS Integration.
Dashboard and Analytics: to show the number of transactions, sales, balance, ongoing orders and credit limit available.
Customer Account Management.
- Account Creation / Profile Update.
- User Privilege Administration.

Whatsapp or SMS Integration.
Dashboard and Analytics: to show the number of transactions, sales, balance, ongoing orders and credit limit available.
Customer Account Management.
- Account Creation / Profile Update.
- User Privilege Administration.