The Client Portal module enhances self-service capabilities, reducing time spent on phone calls and email exchanges. Customers gain visibility into their orders and access to key information, streamlining workflows and improving efficiency. With automated email notifications and real-time updates, the portal ensures transparency and customer satisfaction, offering full control over the entire order process.
Customers can raise quote requests, which are subject to approval by the quarry before converting into a job.
Receive automated notifications throughout the entire order process, from quote approvals and docket assignments with delivery dates to order completion and invoicing, keeping customers informed at every stage.
The client portal provides real-time delivery tracking and automated notifications, keeping customers informed about the status of their orders from dispatch to delivery.
Access detailed invoice history and view current payment status within the portal.
Approved customers can purchase goods without immediate payment, up to their credit limit. Invoices are sent upon delivery or on a periodic basis.
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Ex-Bin customers must pay for their orders via credit card online or EFTPOS upon collection. All quote requests require approval before the collection of goods.
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Approved account customers gain access to a client portal upon approval, where they can manage their orders and view payment information.
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Ex-Bin customers can view public pricing and create a client portal account during checkout, allowing them to manage future orders and streamline the purchasing process.
Yes, you can configure the client portal to hide pricing information. Ex-bin customers can request quotes without seeing any pricing online, allowing you to provide tailored quotes as needed.
No, you can create multiple user logins for a single customer account, giving different team members access to the portal under the same account.
Yes, the system provides flexibility to let account customers request quotes regardless of their credit limit, allowing you to use your discretion on whether to approve orders that exceed their limit.
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