Sage X3 Ideas Portal

"Customer Area” or “Customer Extranet”

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.

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  • Jan 9 2025
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