With the many advancements in technology, customers expect to have all the information they need from your company at their fingertips. Most of the interaction between you and your customers should be online, automated, always available, and provided as self-service.
The Acumatica Self-Service Portal provides a solution for you to more efficiently work and communicate with your customers. The Self-Service Portal is specifically designed to be the site where your customers can view all the relevant information about their interactions with you as a vendor and perform needed activities online.
By using the Self-Service Portal, your customers can access their account information, create and manage support cases, and create and track online orders—all without picking up the phone or sending an email. All of these services are available 24 hours a day, 7 days a week.
By using the Self-Service Portal, customers can view and promptly update their company address and contact information, to keep the data in the system up to date at all times. You can view the updated information about the customer business account on the Business Accounts (CR303000) form.
Within the Self-Service Portal, customers have the ability to see all historical documents, balances, due dates, payments received, and amount due.
Customers can use the Self-Service Portal to submit new cases, which seamlessly flow into Acumatica ERP. You can view the new cases by using the Cases (CR306000) form. The customers can view the cases they submitted, track the statuses of these cases, provide additional information when required, and reopen closed cases.
You can set up a period during which users can reopen the case by using the Case Classes (CR206000) form.
For more information, see Defining Case Classes and Configuring Case Management in the Self-Service Portal.
With the order management and the inventory catalog in the Acumatica Self-Service Portal, you give your customers access to the products and services you sell. You use your Acumatica ERP instance to create the catalog and manage the product descriptions and images.
Your customers can use the Self-Service Portal to browse the list of available items, view item details, and then order the items online. The sales order is automatically generated and you can further process it. The customer tracks the status of the order and the shipments online. Also, the customer can view the invoice after you release the document. For more information, see Managing the Inventory Catalog in the Self-Service Portal.
This feature is inaccessible if the Inventory and Order Management group of features is disabled.
You can assign a user or multiple users of each customer as delegated administrators and give these users the rights to add new contacts or users to the customer’s business account by using the Self-Service Portal. The delegated administrators can also assign the users one or more of the roles you have provided. All the added contacts are immediately visible on the Contacts (CR302000) form in Acumatica ERP.
You can localize the user interface of the Self-Service Portal and wiki articles to multiple languages. You can translate the strings of the application’s user interface directly in the application or by exporting the application strings to a third-party product, performing the translation in that product, and importing the translated strings back. For details, see Managing Localization of the Self-Service Portal.
In Acumatica ERP, you can flexibly tailor the user interface (in particular, main menu items, workspaces, and dashboards) that all users will see so that it fits the business processes of your organization. Your tailoring of the user interface will make it easier for users to find and begin working with required forms, speeding document processing in the system. For example, you can add generic inquiry forms or dashboards to a Self-Service Portal site map on the Portal Map (SM200521) form, so that the forms are available for quick access. For details, see Tailoring the Self-Service Portal.