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Customer Self Service

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Customer Self Service Web Site

A fully featured web site allows your customers to perform functions like browse your catalogue and view product images and specifications with links to information such as contract pricing and availability.

Customers can purchase products on account or with a credit card and track the status of their orders.

Key Features

  • Fully integrated with your internal ERP software
  • Rich Web Functionality
  • Tailorable content using the built-in HTML content editor
  • Role-based security for configuring menu options
  • Modular functionality so you purchase only what you require


  • Catalogue Module

    The foundation module of Customer Self Service is the Catalogue Module which includes all the tools necessary to get your web site up and running and presents an integrated online catalogue to your customers. Catalogue Integration means that any changes to pricing, product descriptions or other information in your internal ERP system are automatically reflected on the web site.

    With the Catalogue Module, your customers can:

    • Browse your catalogue
    • View product images, specifications and links
    • View their price for an item
    • View stock availability

    Business to Business Module (B2B)

    The Business to Business (B2B) Module allows your account customers to log on to your web site. You can create users and link them to a particular customer accounts, allowing them to perform enquiries and transactions on their account. Integration means that as orders and transactions are created and updated in your internal ERP system, they are automatically reflected on your web site. Your B2B users can:

    • Place orders for items using customer specific pricing if required.
    • Enquire on the status of orders entered on the web or directly into your ERP system.
    • Save template orders allowing the easy creation of similar orders in the future.
    • Create a list of "Favourite Products" for simplified ordering
    • View past and present account statements, and outstanding invoice summaries.
    • Pay accounts by credit card, or submit an EFT remittance.
    • Use advanced order management features such as cost centre assignment and order approvals by cost centre.

    Business to Consumer Module (B2C)

    The Business to Consumer Module (B2C) allows non-account customers (i.e. casual users or the general public) to make purchases on your web site. Your B2C users can:

    • Register themselves using a no-fuss process.
    • Make a purchases using a simple four step process: Registration, Delivery Details, Freight Selection, and Payment.
    • Pay by secure credit card, BPAY, or "Call Me" for credit card details.
    • Track order shipment progress
    • Enquire on all previous order details
    • Change personal preferences for the web site.
    • Change personal details through the "Your Account" page.
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