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Customer portal · SAP BUSINESS ONE

Customer portal B2B

An ongoing business relationship.
More efficient service.

From the quote to the payment - the business activity is accessible in one place, by connecting to SAP Business One.

Inspiria's customer portal gives customers independence, reduces operational burden and strengthens service and sales.

Get to know the portal environment
B2B portal on computer, tablet and phone
Display optimized for computer, tablet and mobile
01 / Sales and service channel for business customers

Your business is available.
Your customers are independent.

Allow your customers to place orders online at any time and from anywhere, using a professional portal integrated into SAP Business One.

The B2B portal is a self-service digital channel, designed for the ongoing commercial relationship with business customers. It centralizes the catalog, terms of trade and information relevant to the customer, and allows him to order and follow the activity without depending on the operating hours of the order center.

The connection to the corporate system makes the order part of the work process: the data is recorded in SAP Business One, and the staff can continue the follow-up without retyping it. This way you can simplify the acceptance of orders, reduce mistakes and free up time for sales and service.

02 / Tailored ordering experience

Your catalog.
Each customer’s own terms.

Each customer operates from the information defined for him in SAP: items, prices and trading terms relevant to your business relationship.

The portal allows you to browse the catalog, locate items, check inventory data and update quantities for an order. Dedicated price lists give the customer a purchasing experience that matches their purchasing agreements and the settings in the system.

Access through a browser and a display adapted to different screens allow customers to order from the office, the branch or during work. The information is centralized, the ordering process is accessible and the relationship with the business is maintained even outside of business hours.

03 / Full picture throughout the business relationship

From quotation to delivery.
From invoice to payment.

The portal centralizes the information the customer needs to order, track and plan - and gives your team a clear basis for communication and service.

Catalog and dedicated prices

Viewing items, adjusted prices and inventory data, according to the settings in SAP Business One.

New and repeat orders

Creating orders, viewing the history and monitoring the follow-up status, with filtering and sorting of the data.

Recommended orders

An order proposal based on the customer's order patterns and demand, with the option to update the items and quantities.

Quotations and documents

Centralized access to offers, orders and documents related to business activity.

Invoices and attachments

Viewing the billing details, access to signed invoices and keeping attachments.

Shipments and supplies

Tracking of previous and expected shipments, items and quantities, and access to signed shipping certificates.

Account and financial information

A detailed accounting card, which enables control and monitoring of activity and payments.

Reports and permissions

Filtering, sorting and exporting information, in a personal area that presents each customer with the authorized data for him.

04 / Value for customers. Efficiency for the organization.

More accessible service.
More efficient operations.

Less typing. Fewer errors.

An order entered directly into the system reduces duplicate work and the risk of errors when transferring items, quantities and order details.

Availability that does not depend on the hours of operation

The customer can place an order and access information at his convenience. The team handles the activity from within the system, according to the defined processes.

Fewer routine calls to staff

Accessible information on orders and documents reduces repeated inquiries and allows sales and account management to focus on follow-up that requires professional involvement.

A business relationship that enables continuity

An available catalog, order history and a convenient purchase process facilitate repeat activity and strengthen the service experience throughout the relationship with the customer.

05 / The portal in action

Your business activity, in
one place.

Five views of the work experience: from the general overview to the details of the order and documents.

06 / A portal built for a continuous commercial relationship

Beyond the sale.
A workspace for doing business.

In B2B commerce, the order is part of a relationship: agreed purchase conditions, repeated activity and need for information throughout the process.

The portal is suitable for trading and distribution companies, importers, manufacturers and suppliers who maintain regular activity with business customers. It makes it possible to centralize the order and service channel and connect it to the company's SAP Business One system.

The advantage does not end with receiving an order. When the catalog, price lists and previous activity are accessible to the customer, it is possible to offer a service experience adapted to the way they purchase and work with your business.

07 / Inspiria · One partner for the entire process

Understanding your
business. Connecting your systems.

Our expertise in SAP Business One and implementing business processes is the basis for the portal that serves the company and its customers.

We analyze your workflows, define the information and permissions and accompany the application, development and implementation. Built-in templates, display customizations and automatic processes make it possible to adapt the portal to the needs of the company.

The portal and the connection to SAP are accompanied by one team, familiar with the activity and the people. In this way, a professional sequence is maintained from the requirements analysis to the ongoing support.

Let's talk about your portal