Sales Portal Module
Your customers order from their own screen, around the clock.
The Sales Portal opens self-service ordering, price and campaign visibility, balance/statement and shipment tracking to B2B customers. Orders placed on the portal land straight in the ERP; the price, stock and balance shown are real-time with the sales, inventory and accounts modules.
24/7 self-service ordering, pricing and balances for customers.
Overview
What it does
Self-service instead of phone orders, emailed price lists and “what’s my balance?” traffic. The Sales Portal gives the customer their own screen: the order they place lands straight in the ERP, the price they see is their own agreement and the balance they track is the account’s truth.
Scope
Sub-categories of Sales Portal
Each sub-category manages a part of this process — all on the same data.
Self-Service Ordering
Customers place their own orders that land straight in the ERP.
Price & Campaign View
Customer-specific price lists and current campaigns are visible in real time.
Balance & Statement
Live balance, account statement and due-date information available as self-service.
Order & Shipment Tracking
Customers see which stage the order is at and track its shipment in real time.
Requests & Support
Customers open and follow their requests and support tickets on the portal.
Roles
Who is it for?
The same data, a different view for each role.
Customer (Buyer)
Order at your own pricing and see your balance and shipment instantly.
Sales Representative
Cut routine questions; process portal orders directly.
Connection
How a customer connects to the ERP
The portal is not a separate website. The order placed, the price shown and the shipment tracked are ERP data itself.
Sign In
The customer signs in.
Product / Price
Sees their own pricing.
Order
The order lands in the ERP.
Tracking
Tracks the shipment.
Capabilities
Key features
Sales Portal with Sonia AI
Describe it, Sonia prepares it.
Ask your order and balance questions in natural language; Sonia analyzes portal activity, prepares the summary and brings it for your approval — the final decision is always yours.
Frequently Asked Questions
How is a portal order processed?
The order lands directly in the ERP sales flow; stock and price checks run in real time and it appears ready for approval on the representative’s screen.
Is the price the customer sees up to date?
Yes. Price and campaign information comes in real time from the list defined for the customer; no extra update step is needed.
Where do the balance and statement come from?
Balance, statement and due-date information are real-time with the accounts module; the customer views the current state of their own account.
Related content
See AinosERP on your own processes
Let’s schedule a short demo and walk through the screens and Sonia AI using your flows.