Epicor Customer Portal Template for Customer Self-Service

A B2B customer portal allows customers to complete routine tasks such as checking order status, downloading invoices, accessing documents, submitting support requests, and tracking approvals without contacting an employee for every request. When connected with ERP, CRM, and other business systems, the portal can also provide customers with relevant and up-to-date information while reducing repetitive manual work for internal teams.

The highly customisable web portals application has been pre-built with your customers in mind to provide them with easy access to relevant information such as invoices, deliveries and orders.

Common web portals developed on the platform include: Customer portal, supplier or trading partner portal, employee / HR portal, purchase order processing portal, customer service portal, communications portal, product returns portal.

Yes, data often resides in more than one business system or application. To reduce repetitive, bi-directional data entry such as updating details or uploading documents (purchase orders, invoices, contracts, policies etc.) use our market proven integration solution to do the hard work for you.

The web portal template is compatible with all image file types as well as PDFs, Microsoft Office (Word, Excel, PowerPoint etc.), RTF and TXT formats, CSV and XML.

Standard modules include:

• Order placement and management
• Statement access
• Credit memos
• Deliveries
• Online payments

Yes, the web portal template is set up with a secure area to accept multi-currency credit, debit and ePayment transactions.

It depends on what access you would like the user to access; if they need read/write access and from what data sources? Our web portals cater for both authenticated and unauthenticated users.

Authenticated: These users identify themselves and can update information e.g. contact details. This user can be served up a tailored data view.

Unauthenticated: Users can access and submit information without identifying themselves. These users will be presented with a standardised view.

There are two types of web portal, depending on your business requirements; these are vertical and horizontal. Vertical portals focus on a specific business function that enables users inside and outside of your business to see, edit and contribute to processes within the application. Horizontal web portals provide users with the ability to see aggregated data from multiple applications via a single-view experience.

A web portal is a specialised web-based platform that functions as a centralised, secure gateway to information, services, and resources, often customised for specific user groups or industries. Serving as a single point of access, it aggregates content and features from multiple sources and is typically personalised to improve user experience and streamline workflows.

Yes, web portals can be integrated with other software and systems, enabling seamless data exchange and the automation of business workflows. This connectivity enhances efficiency and delivers a more streamlined, user-friendly experience for both businesses and users. Our market proven integration engine connects any application, extension, workflow or portal you create to your existing on-premises or cloud-based applications.

All portals benefit from Secure Sockets Layer (SSL) and Hypertext Transfer Protocol (HTTPS). Other security features include: Single Sign-On, LDAP authentication, Password Expiration Policies and IP Whitelists, which enable the administrator to control portal access with incredible precision.

Yes, all our applications provide you with the ability to read/write information, add your own company logo and create custom CSS styles.

Don’t worry, our professional services team is on hand to discuss your objectives, scope, plan, build and deploy your application to meet your exact business requirements.

The technical requirements couldn’t be simpler. All you need is a computer and internet connection to start building applications or customise application templates.

Supported databases include MySQL, Microsoft SQL Server and Oracle.

Yes, you can build custom Microsoft Word, Microsoft Excel, plain text and XML document templates that are used to display record data in pre-specified locations.

Yes, our specialised drag and drop integration solution provides you with a graphical user interface (GUI) to integrate existing on-premises or cloud-based business systems or applications and automate the synchronisation of data. You can connect to practically any data source via ODBC, OLEDB, Web Services or an extensive range of supported third-party APIs through connectors.

We provide full UK-based support and advice that is just a phone call away.

90% of applications built on Applications Platform are either 'code-free' or only contain simple scripts for field formulas etc.

As a PaaS provider, the continuation of service is one of our core competencies. If an unforeseen issue disrupted service, a backup would automatically be commissioned, and your level of service would be uninterrupted.

Yes, you can try the application right now. Select 'Try now' and dive straight in or call our team who will help set you up.

All of our templated solutions benefit from Secure Sockets Layer (SSL) and Hypertext Transfer Protocol (HTTPS), whilst applications are encoded with Base64 for complete peace of mind. Other security features include; single sign on, password expiration policies and IP whitelists, which enable the administrator to control application access with incredible precision.

Yes, it provides a native responsive interface for a total cross-device experience.