For your customers
A portal your customers will use, because it is optional.
Some accounts want to order online with their own prices and history. Some want to keep emailing. Both enter through the same order path, and every customer gets a tracking page and the notifications they asked for.
The customer sees the same record the office does.
Ordering with their prices
Account holders see their own price list, their standing orders and their history. Reordering last week is one action.
Trade ordering portal
A catalogue with categories, attributes and images for accounts that browse rather than reorder. Still the same write path underneath.
Tracking page
Status, ETA and proof once delivered. No login needed; the link comes with the notification.
Notifications and preferences
Contacts per customer with their own preferences: who gets the ETA, who gets the invoice, by SMS or email.
Returnables balance
Customers see what they are holding. Fewer phone calls about crates.
Where this matters most
The same module, in your trade.
See how customer portal shows up on a normal morning in the trades boXe is built for.