Acumatica’s Customer Portal
Posted on: April 3, 2024 | By: Page Wildridge | Acumatica
Acumatica’s Customer Portal is a great way to streamline your customer’s orders. The customer portal offers an easy UI to navigate (similar to everyday online shopping). This user interface will require minimal training and support.
From the catalog, a customer can quickly filter by a sales category or item description to narrow down their search. Once they have found the item they would like to purchase, they have the choice to review the description and item picture before adding them to the cart for review and confirming the shipping details. This can all be done in minutes of logging into the customer portal. After checkout a customer, can log back in to review open and past orders if they have questions on their order.
On the flip side, setting up a new portal user is as simple as adding a contact to the customer card and creating a user for that contact. While creating a user, the username and password can quickly be generated and assigned with the proper permissions. This will allow quick setup and access for customers to start ordering today!
Next Steps
Logan Consulting, a proud Acumatica partner, is committed to ensuring our clients get the most out of their ERPs. Contact us today to speak to an expert to learn more.