Customer Order Portal Tool Features This tool will allow the - - PowerPoint PPT Presentation

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Sep 15, 2023 407 likes •496 views

Customer Order Portal Tool Features This tool will allow the creation of a sales order in Synergy, which can be accessed by customers using the Synergy Customer Portal function These orders are transferred to Exact Globe or other ERP

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Customer Order Portal Tool

SLIDE 2

Features

This tool will allow the creation of a sales order in Synergy, which can be accessed by customers using the Synergy Customer Portal function These orders are transferred to Exact Globe or other ERP software products for processing This widget does not (or will never have) credit card processing, as this is a function for a full featured eCommerce website

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Using This Tool

Create orders in Synergy, from the Customer Portal and pulling up pricing specific to Exact Globe or other ERP software packages Quote data sent to Exact Globe or other ERP software as

rders

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Issues Solved

Allows customers to access an order portal in a 24/7/365 environment Order portal is based upon security from Synergy No synchronization is needed as information is pushed / pulled into the portal in real time Reduced cost for allowing customers to order, instead of a web commerce package

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Skill Set to Use this Tool

The following skills are useful with this Tool: Have a basic knowledge of Synergy and Exact Globe or

ther ERP Software and their Sales Functions

Understand workflow requests SQL tables & fields Word Merge functionality for creating forms

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FAQ’s

Installation / training / enhancements & on-going support covered by annual maintenance Maintenance plan is required for tool to be used Enabling Add-On Role required on Synergy license for resources Works with all Synergy Enterprise sites and ERP system data

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Contact Us

Contact us to schedule a demo or receive additional information on

ur tools