Customer Portal
Empower your customers with 24/7 self-service access to their data, documents, and orders through a personalized online portal
ContactEmpower Your Customers
In today's digital age, customers expect instant access to their information at any time. The Flux ERP Customer Portal transforms the way you interact with your customers by providing them with a secure, personalized online gateway to their complete business relationship with your company. No more waiting for office hours or email responses - your customers can access what they need, when they need it.
Our customer portal is designed with user experience in mind, offering an intuitive interface that makes it easy for customers to find documents, track orders, submit support tickets, and manage their account information. Every customer receives their own personalized dashboard that displays relevant information based on their specific business relationship and permissions.
The portal seamlessly integrates with all Flux ERP modules, ensuring that customers always see up-to-date information. Whether they need to download last month's invoice, check the status of a current order, or place a repeat order, everything is just a few clicks away. This self-service approach not only improves customer satisfaction but also reduces the workload on your support and sales teams.
Key Features
Self-service tools that delight your customers
Personalized Customer Dashboard
Each customer receives a customized dashboard tailored to their specific needs and permissions. The dashboard provides an at-a-glance overview of their most important information: recent orders, open quotes, outstanding invoices, active support tickets, and recent communications. Customers can customize their dashboard layout to prioritize the information most relevant to them.
The dashboard is designed to be mobile-responsive, allowing customers to access their information from any device. Important notifications and alerts are prominently displayed, ensuring that customers never miss critical updates about their orders, deliveries, or account status. Quick action buttons provide one-click access to common tasks like placing orders or opening support tickets.
Document Management & Download Center
The portal provides instant access to all relevant business documents. Customers can view and download quotes, order confirmations, invoices, delivery notes, credit memos, and any custom documents your business generates. Advanced filtering and search capabilities make it easy to find specific documents by date, document number, or amount. All documents are available as professionally formatted PDFs that can be downloaded or printed directly.
Document access is permission-based, ensuring that each user only sees documents they're authorized to view. The system automatically archives older documents while keeping recent ones easily accessible. Customers can also set up automatic email notifications when new documents become available, and they can organize documents using custom tags or categories for easier retrieval.
Real-Time Order & Ticket Tracking
Customers can track the complete lifecycle of their orders in real-time, from quote to delivery. The order tracking system shows current status, expected delivery dates, tracking numbers for shipped items, and a complete history of all order-related activities. Visual progress indicators make it easy to understand where each order stands in the fulfillment process.
Support ticket tracking provides complete transparency into customer service interactions. Customers can view all open and historical tickets, read responses from your team, add updates or additional information, and track resolution progress. Automatic notifications keep customers informed when their tickets are updated or resolved, reducing the need for status inquiry calls and emails.
Self-Service Order Management
Streamline the ordering process by allowing customers to place new orders directly through the portal. Customers can browse available products, view real-time pricing and availability, create orders based on previous orders or templates, and submit requests for custom quotes. The system remembers customer preferences and frequently ordered items, making repeat orders incredibly fast and efficient.
For businesses with approval workflows, the portal supports multi-level authorization processes. Customers can save orders as drafts, submit them for internal approval before transmitting to your company, and track the approval status. The portal also supports order modifications, returns management, and the ability to request specific delivery dates or special handling instructions.
Real-World Applications
Manufacturing Distributor Reduces Support Calls by 60%
A manufacturing equipment distributor implemented the Flux ERP Customer Portal for their 200+ B2B customers. Previously, they received dozens of daily phone calls from customers requesting copies of invoices, checking order status, or asking about delivery schedules. Their small customer service team was overwhelmed with these routine inquiries, leaving little time for more complex customer needs.
After deploying the portal, customers could instantly access all their documents, track orders in real-time, and view delivery schedules themselves. Within three months, routine inquiry calls dropped by 60%. The customer service team was freed up to focus on consultative sales support and complex problem-solving. Customer satisfaction scores improved significantly, and the portal became a competitive differentiator when bidding for new business.
Wholesale Company Enables 24/7 Ordering
A wholesale supplier to restaurants and hospitality businesses needed to accommodate customers who often work outside traditional business hours. Their sales team was constantly handling late-night and weekend order requests via email and voicemail, leading to delays and occasional order errors from manual transcription.
The customer portal enabled their clients to place orders any time, day or night. Restaurant managers could log in after closing, review their inventory needs, check real-time pricing and availability, and submit orders that would automatically flow into the ERP system for processing. Order accuracy improved dramatically, and the company was able to offer same-day shipping for orders placed before the portal's configurable cutoff time, giving them a significant advantage over competitors.
Service Company Improves Payment Collection
A professional services company struggled with late payments because customers frequently claimed they never received invoices or had lost them. Following up on overdue accounts was time-consuming and strained customer relationships. The accounts receivable team spent hours tracking down contact information and resending documents.
The portal provided a central location where all invoices were always available to customers. Automated email notifications alerted customers when new invoices were posted, with direct links to view and download them through the portal. The company implemented online payment capabilities, allowing customers to pay invoices directly through the portal. Days Sales Outstanding (DSO) improved by 15 days, and the excuse of not receiving invoices was eliminated. The AR team could focus on proactive relationship management rather than reactive document hunting.
Technical Implementation
The Flux ERP Customer Portal is built on modern web technologies, providing a responsive, fast, and secure experience across all devices. The portal uses Laravel's robust authentication system with support for two-factor authentication, ensuring that customer data remains secure. Role-based access control allows you to define exactly what each customer user can see and do, from view-only access to full ordering capabilities.
The portal integrates seamlessly with the core ERP system through a real-time API, ensuring that customers always see current information. All data is synchronized instantly - when an order status changes in the ERP, it's immediately reflected in the portal. The system supports customization of branding, color schemes, and logos to match your corporate identity, providing a white-label experience that feels like a natural extension of your business.
For businesses with specific requirements, the portal's modular architecture allows for easy customization and extension. You can add custom fields, create specialized reports, integrate with third-party systems, or develop entirely new portal sections. The portal supports multiple languages and currencies, making it suitable for international business operations. Comprehensive activity logging provides full audit trails of all customer portal actions for security and compliance purposes.
Ready to Empower Your Customers?
Discover how the Flux ERP Customer Portal can reduce support overhead while improving customer satisfaction