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.
Guest
Beyond simply viewing information, this portal could also offer the option to place a repeat order based on the purchase history from the previous year, with the ability to adjust quantities as needed.
The idea would be for Sage to develop a fully integrated customer portal within X3, fostering smoother and more efficient interaction with customers.
This development is part of a digital modernization initiative that has become essential, even in the B2B sector.