Customer Portal – A summary of the activity

Customer Portal is a single portal with a consolidated view access to relevant data pertaining to sales and services. This screen is designed to view details of all services that is, packages, work orders and part sales. customer orders in one place. The customer can be informed of the status of the customer, current jobs, approvals, pending approvals, pending requests and so on.

This activity enables the administrator to manage the login details of the customer.  The admin has the provision to map user names to a customer code.

Here, the customer has information regarding the exact shipment as he has the provision to review projected completion date, promised delivery date and actual work completion date in addition to other features as given below.

Features

• Track status of current jobs.

• Review recent shipment details

• Record commercial / operational approvals

• Request for re-quote.

• Request for Quotation, Repair, Exchange, part sale order

• Status of sale order, pending part sale quote approvals and pending requests

• Review open jobs and approve holds on jobs that require customer authorization

• Information pertaining to parts pending to be shipped under the exchange core due and credit information.

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