Enterpryze Customer Portal: How will your Contacts use the Portal

Find out how your Customer will be able to use the Portal, what will appear on login and how to use it fully.

Overview

This is where your Supplier allows you to access your transactions and company details. Your Supplier will create and activate a user account for you. You will then receive an email to activate your account and start using the Customer Portal.

The below will be available based on permissions given by your Supplier for your company.

View and create Service calls
Add activities to your Service calls
View sales transactions for your company, quotes, orders, deliveries, invoices & credit notes.
Your Supplier can send you a Quote for approval in Customer One, this will arrive in the form of an email link – this does not require the user to have a Customer One account.
Add Sales orders which will be sent to your Supplier
Maintain your company details, adding contacts and updating addresses
View & download your account Statement

How to find your way round the Customer One screen…

Maximise your screen – click on icon on top left of screen
Set Filters – click on funnel icon to filter on any column, red indicates that this column has a default filter set already
Click to reset your filters
Search – enter your search criteria e.g. document number

Service Calls

The options below are based on permissions given by your Supplier.

Create a Service call – your Supplier will see this call once it has been added.
See a list of Service calls that have been logged for your Company.
See who logged the call, what Queue/technician it has been assigned to.
Drill into the Service call to see details and any related activities.
Add an activity to a Service call

You can now create a New Service call if your Supplier has given you permission.

Click on New Service call
Subject – enter a short description
Remarks – enter the details
Attachments – add image files to your Service call here

Sales Orders

You can now create a New Sales Order if your Supplier has given you permission.

Click on Sales > Sales orders > Create a new sales order
Now fill in the Sales order details:
- Bill to Address – select the address to send the invoice to.
- Ship to Address – select the address to deliver the goods to.
- Reference – enter your reference number here.
- Posting Date – this is the date for the order and will default to today’s date.
- Due Date – this is the expected delivery date for the order which default’s to 30 days after the posting date.

Now add your items:

Click on Add item
- Group – select the Group the item belongs to make search easier.
- Code – enter the Supplier item code if you know it, otherwise type in part of the item description to search for the item
- Name – this will appear once the code is selected
- Quantity – enter the quantity required, above this it will display the Available Quantity with your supplier.
- Price & Total – the price is as agreed with your Supplier and the total is calculated from the quantity by the price
- + Add additional Item – click here to add more items

You can now add/edit/delete items on your Sales Order. You will be able to see available stock before adding the items.

Click on +Add Item to add another item
Click pencil icon to EDIT a line item details
Click on bin icon to DELETE a line
Comments – you can add your own comments here

Sales Invoices

For Sales Invoices you can choose to pay them by credit card through the portal. Select your Invoice that is Open and click on PAY, select the credit card option for Stripe and process the payment.

For other countries that allow QR code payments, the payment method will also appear here, example below shows PAYNOW for Singapore.