Customer Portal

Deliver a better customer experience.

Provide everything your customer needs to expedite placing an order, manage their account, and pay their account balance.Customers are often looking for past orders, their specific pricing, account info, and account balances. This portal enables your customers to view and interact with their account without contacting your company.


Online Account Management

Customer accounts can be created from your website or from within EBMS to identify the customer and customer information. Customers can login to edit their contact and profile information providing a centralized place for your customer to access their account.

Account Management

Receive Customer Payments Online

Customers can pay any balance on their account from your website. Outstanding invoices that were placed via the website, over the phone, remote device, or from the store can be viewed and paid quickly and efficiently. Customers with reccurring contracts, service contracts, and wholesale customers with terms can quickly pay account balances. Send a link with the customer statement or invoice and reduce the time it takes to get paid.

Pay Online

Provide Order History

Give web customers complete order history from their website account. All order history can be viewed including previous sales orders and invoices entered from the website, point-of-sale, or EBMS order entry to facilitate quick reordering.

History

Deliver Pricing and Content per Customer

Product pricing, available products, and shopping cart settings can be controlled from the customer record within EBMS. A customer can login to the website and view product at his specified price level and checkout with his allowed terms. Unique messages and product can be shown per customer or group of customers.

Login

Features

  • Website pricing, terms, available products, and shopping cart settings are set within the customer record in EBMS
  • A customer's product pricing is based on the customer's price level and special pricing settings
  • The account and username & password can be created by the web customer or from within EBMS
  • Customers can edit their contact and login information from the online account
  • Items can be saved in the cart to be purchased at a later date
  • All outstanding invoices are listed included invoices entered within EBMS
  • Customers pay account balances online
  • Credits are automatically applied when payments are made
  • Complete order history available on the customer's website account
  • Quickly place a repeat order
  • Send a link with statements to allow customers to pay their balance immediately
  • Reprint invoices from the website

Enhancements

  • CRM - Automatically send sales invoices, purchase orders, statements, and other documents.
  • Secure Online Payments - Process web credit card payments.

Choose from five different packages to fit the needs of your business. Learn More >>

Request a Free Needs Analysis

Request Now