Have a “Customer Area” or “Customer Extranet” module.
This interface is a private site with login and password and should be able to have the following functionalities:
- Customer visibility of all business flows (from quotation to payment). This also includes sales documents in .pdf format.
- Document validation processes (e.g. to validate a quotation or order acknowledgement).
- Know the status of a sales document (order delivered or invoiced, etc.).
- Enable customers to upload documents
- Have functions to enable customers to update their file and contacts.
All this information flow in direct link with X3 of course, with ERP updates from this extranet.