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.
Customer Portal Template for Sage 300
Our Sage 300 customer portal template enables manufacturers, distributors, and wholesalers to extend Sage 300 directly to customers through a secure, self-service web portal.
Customers can place and track orders, view invoices and statements, access account-specific pricing, and check stock availability - all backed by Sage 300 as the single source of truth.
Designed to work with Sage 300’s core financials and distribution processes, the portal respects your pricing rules, credit controls, and workflows without duplicating data or introducing manual work.
Start with the Sage 300 customer portal template as a proven foundation, then configure and extend it to match your processes, customers, and growth plans. See how this works with your ERP → Book a 15-min discovery callFeature-rich customer portals for Sage 300
Avoid bolt-on portals that sit outside your ERP. Our Sage 300 customer portal template is designed to integrate directly with Sage 300’s data and business processes.
Tailor customer experiences while keeping pricing, stock, credit limits, and invoices governed by Sage 300.
Sage 300-led integration
Expose real-time pricing, inventory availability, orders, and invoices directly from Sage 300 - without spreadsheets or data duplication.
Responsive, always-on access
Give customers secure access across desktop, tablet, and mobile - enabling 24/7 self-service aligned with Sage 300.
Reduce service and admin workload
Deflect “where’s my order?” and invoice requests by giving customers direct visibility into their Sage 300 account data.
Controlled customer access
Apply role-based permissions so customers only see what they’re entitled to - pricing, products, and documents governed by Sage 300 rules.
Typical Results We See
- 20–40% reduction in customer service enquiries
- 30–60% of repeat orders moved into Sage 300-driven self-service
- Faster invoice access, helping reduce Days Sales Outstanding (DSO)
- Ability to scale customers and order volume without adding headcount
Accelerate time to market
Enterprise-grade security
Protect customer and financial data using SSL/HTTPS, Single Sign-On, LDAP authentication, password policies, and IP whitelisting.Build, deploy, and scale
Configure portal pages and workflows to match your Sage 300 configuration and customer processes - while supporting high transaction volumes.Sage 300 & API integration
Integrate your customer portal tightly with Sage 300 ERP and extend it using APIs and web services as requirements evolve.Sage 300 customer portal templates reduce delivery time and risk. Use low-code tools to deploy faster, maintain ERP integrity, and realise value sooner.
