Order workflow
Manage sales orders, allocation and fulfillment from the workspace.
Sales & business operations
Let customers find their own order details.
Give customers a clear view of their business with you.
For wholesale sales and customer service teams
Two views of the same business relationship
Orders · allocation · shipments
Catalog · orders · documents
Private customer access. Excluded from search indexing.
A working day · example scenario
Customers need their catalog, order information and documents. Repeatedly sending them by email takes time, while sharing a general workspace would expose far more information than a customer needs.
Enable portal access for the customer and manage their access settings. The supplier controls which customers can enter the private portal.
Authorized customers can view their catalog and orders. Customer-specific invoices and documents are available without exposing the supplier’s internal operations workspace.
Your team continues managing orders, allocation and fulfillment in IEMSuite. The portal gives the customer a view of their business with you.
A customer can find the records available to them, while your team retains control of the operational workflow.
We separate the customer’s view from the supplier’s workspace because they have different jobs. A customer needs their own information; the operations team needs the controls and context to fulfill the order.
Follow an order through a return →Manage sales orders, allocation and fulfillment from the workspace.
Enable portal access for a customer and manage access settings.
Let authorized customers view their catalog and orders.
Make customer-specific invoices and documents available in the portal.
No. Portal access is private and enabled by the supplier. Portal pages are excluded from search indexing. The public product page describes the feature without publishing customer records.
Their available catalog, orders, and customer-specific invoices and documents. Access is controlled by the supplier; the portal is not a shared login to the internal operations workspace.