Customer-Vendor portal: How it widens your ERP software’s reach?

April 16th, 2018 Intech Systems ERP, Microsoft Dynamics

An ERP system is typically used to streamline your business processes. This mandates you to integrate your other external systems with your ERP to maintain the efficiency of the system. If not, this will lead to communication gaps and other problems. One of these external systems is a customer-vendor portal, that provides multiple benefits in a safe, secure online environment.
Intech has developed a customer-vendor portal that is integrated tightly with Microsoft Dynamics ERP. The benefits of this integration are many and it expands your ERP software’s reach. How?

1. Self-service

The documents such as PO, invoices, credit/debit notes, etc. can be made available to download and print from the portal. Thus, do away with the hassle of sending the documents every now and then. The past data of payments, PO, invoices, etc. are available on the dashboard so that you and your customer or vendor are on the same page.

2. Easy Onboarding

Customer Vendor portal makes it easy for your customers and vendors to onboard and navigate. You just have to provide them with the credentials for login purpose. Even the dashboard and navigation is user friendly so they don’t need training for using the portal.

3. Collaborative Processes

This portal provides both supplier and buyer a single, shared view of data.  This helps them in remaining on the same page. With this portal, both the parties can collaborate and resolve dispute, if any, without much ado. Time saving is the biggest benefit this portal provides.

4. Place or take orders

Empower your customers and vendors to place or take orders directly from the portal, get quotes quickly and easily without ever having to pick up the phone or send an email. As mentioned earlier, the documents remain saved in the portal. Not only this, you can even keep the record of date and quantity of order placement.

5. Account Management

Customer-Vendor portal provides you a hassle-free communication with your customers and vendors from anywhere. They can just log in and access all the information related to their account. Enable them download and print invoices, complete transactions, submit payment details and do much more easily.

6. Real-time access to information

This portal provides a self-serve business environment with real-time access to information about their pending orders, invoices, payment history, credit/debit notes, etc. They can also get notifications when they receive any new documents or information.

Customer-Vendor portal for your business

This portal is integrated with Microsoft Dynamics ERP. Thus, you have all the business processes connected – right from purchasing to manufacturing to customer service. Every business – large or small has customers and vendors. Customer-Vendor portal makes dealing with them easier and more efficient.
Streamline your internal and external processes with our Customer-Vendor portal on Microsoft Dynamics ERP. Should you have any questions, please feel free to contact an expert at Intech today.

About Intech

Intech Systems is a three-cloud Microsoft-certified partner that boasts deep expertise in providing digital transformation solutions for organizations by leveraging the Microsoft 365, Dynamics 365, and Azure solution stack. Intech is recognized as a top-tier Microsoft implementation partner globally and specializes in transformative technology solutions such as ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), Business Process Automation, Business Intelligence, Cloud Infrastructure, Data Management, Productivity & Collaboration and Generative AI (Gen-AI) solutions. As a trusted Microsoft Solutions Partner, we are capable of doing complex technology implementations catered to an organization’s specific needs & also rapid solution implementation such as our Microsoft Dynamics 365 Business Central implementation packages. We pair our implementations with end-to-end customer support, offshore development & 3rd party integrations. With offices in India, USA (United States of America), and Singapore, we work with clients across globe to empower businesses with cutting-edge technology solutions. Our latest services aim at delivering business ready AI solutions to the customer, like our  Microsoft Copilot Consulting Services & Solutions for small, medium & large enterprises. Intech’s expertise lies in building software solutions for Manufacturing, Professional Services & Healthcare.  Our Dealer Management System, Sales and Service CRM for Manufacturing, Field Force Automation for Pharmaceuticals and Manufacturing Central are some of our leading industry solutions. Intech’s vision is to catalyze digital futures for operation-centric industries globally, we are at the forefront of innovation, helping organizations drive growth and innovation like never before. Contact Us to learn more.