Spindle Self Service Portal

Overview

The user-friendly online customer portal, that integrates with Sage 200, allows customers to ‘self-serve’ their own business account. Design your portal in line with your brand, assuring your customers they are in the right place. Giving your clients the flexibility to access their online accounts at anytime will undoubtedly improve customer satisfaction.

Benefit

  • Improve the productivity of your staff with easy access to customer accounts.
  • Fewer admin queries will ensure your staff are spending their time more effectively.
  • Quickly and easily allow staff to check stock levels and prices.
  • Use in-system promotional messages to highlight special offers to customers.

24/7 online portal

  1. Select to view Dashboard, Orders or Invoices.
  2. Customers only have access to their own online account.
  3. See Account Terms, Balance and Credit Limit.
  4. See Invoice & Credit History.
  5. Download original PDFs.(requires Spindle Document Management)
  6. Monthly turnover view.
  7. See Order and return detail.
  8. Click on Order or Invoice to drill down to view detail.