What is a Customer Portal?

A B2B Customer Portal is a secure, personalized digital platform that allows clients to access their customer data, place and manage orders, track shipments, and perform various other management functions. This self-service portal is designed to provide a seamless and intuitive experience, enabling clients to take control of their interactions with your company.

Core Features of a Customer Portal

XoroERP customer portal offers a range of features that cater to the diverse needs of B2B clients. These include:

1. Order Management: At the heart of the Customer Portal is its ability to allow users to place, manage, and track their orders. Users can browse through the products, make selections, and submit orders directly through the portal, streamlining the entire purchasing process.

2. Payment Tracking: The portal allows users to track the payment history of the customer, enabling clients to manage their payments effortlessly. Whether it's processing invoices, managing credits, or deposits, the portal provides a secure environment for all financial transactions.

3. Self-Service Capabilities: A Customer Portal empowers clients with self-service options. They can access their presentation, perform online ordering, check the status of their orders, and track deliveries—all without needing to contact support. This independence reduces the reliance on customer service teams and can lead to significant labor cost savings.

4. Personalized Experience: The portal offers a tailored experience for each user, displaying relevant information and providing tools specific to their needs. This personalization ensures that clients can quickly find what they need, improving their overall experience.

Accessing Customer Portal

The customer portal can be accessed by the XoroERP portal user. Click here to learn about creating portal users and portal account login.

The customer portal link is shared in the campaign sent to the user.

Navigating the Customer Portal

The Customer Portal is designed to be intuitive and user-friendly, allowing you to efficiently manage your interactions with the system. The portal is divided into three main sections: Menu, Workstation, and Profile Management.

Menu

Located on the left side of the portal, the Menu provides easy access to all the modules available within the Customer Portal. It displays a comprehensive list of modules that you can navigate through. If you need to find a specific module quickly, use the "Search Menu" field at the top of the module list. Simply type in the module's name or related keywords, and the menu will filter the list accordingly, allowing you to access the desired module with ease.

Workstation

The Workstation is the main area of the screen where the selected modules are loaded and displayed. This is your primary workspace within the Customer Portal, where you can interact with different modules and perform various tasks. Once you select a module from the Menu, it will appear in the Workstation area, enabling you to work seamlessly without navigating away from the portal.

Profile Management

In the top right corner of the Customer Portal, you will find two important icons that help you manage your profile and stay informed about system updates:

• Notifications: Click on the "Bell" icon to view and read any notifications. This feature keeps you updated on important alerts, messages, or system changes that may require your attention.

• Profile Settings: Click on the "Profile Picture" icon to manage your user profile. A dropdown menu will appear with the following options:

  • Change Picture: Allows you to update your profile picture to personalize your account.

  • Remove Picture: Allows you to remove your current profile picture if desired.

  • Change Password: Allows you to update your account password.

  • Logout: Allows you to safely log out of the portal when you're done working.