B2B Customer Portal Integrated with Prophet21® and TrulinX
- Liberate Your Team
- Serve Your Customers
Are you ready to liberate the information locked away in your P21 or TrulinX ERP?
WebAlliance Customer Portal for Prophet 21 and TrulinX provides real-time visibility to account info, customer pricing, tracking, and inventory in an easy, customer-friendly, cost-effective package.
Is the portal the right fit for your business?
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What are the different features of WebAlliance e-Commerce vs WebAlliance Customer Portal?
View Feature Comparison
Allow your customers to find the customer-specific price of any item in your TrulinX or Prophet21 ERP as defined in your ERP.
Your portal users can view real-time inventory for all desired inventory locations. Eliminate phone calls to confirm inventory levels.
Track and order easily and quickly from an order number, PO number, or invoice number. No need for customers to call to find tracking info.
Your users can easily see their historical purchase information. Save time and eliminate the need to generate purchase history reports
Invoice details are readily available to users with the ability to search by PO, invoice, or month. Eliminate the need to reprint customer invoices.
Provide your users access to view the most commonly purchased items. Provide pricing and availability for the items they purchase most.
Explore the Customer Portal Designed for Distribution
The real-time Prophet21 Customer Portal or TrulinX Customer Portal is easily customized for your brand.
The portal provides a self-serve customer path to pricing, inventory, history, tracking, invoices, and more.
The WebAlliance Customer Service portal is compatible with Prophet21 and TrulinX ERPs.
NOW MORE THAN EVER
Imagine if your bank didn't offer online banking? Would you continue to use that bank? COULD you continue to use that bank?
Customers Do Business Where it is Convenient
Your customers want to do business where it is convenient. Just like online banking is now required, online access to your business is also crucial.
Today's Customers Require Online Data
The sophisticated customers of today are no longer satisfied with calling for info. They want to look up tracking, inventory, and pricing when it is convenient for them.
Online Access Deepens Your Relationships
Providing real-time account information to your customers helps deepen relationships. If they can get information from you that others don't provide, you have an advantage.
WebAlliance Portal Features
Customer Portal that offers easily accessible customer self-support
Custom branding for your portal to match your company logo and brand colors
Order history including itemized list of items purchased
View invoice history and details linked to order and tracking information
Track orders to get shipment updates and tracking information
Items are priced using customer specific pricing from your ERP
View open quotes with item and description details
View items that are on open backorders with the ability to request an ETA
Access current customer account statement with linked invoice information
Brand account pages with end-user logos to personalize the portal experience
Allow customers to build, request, and submit an online quote cart to request item pricing
Allow users to pay open invoices via the customer portal
Automatically import quote carts into your ERP to eliminate double keywork
Sales Rep Functions
Sales reps can view account info for their customer base (e.g. invoices, statements, backorders, etc.)
Allow sales reps to see additional item master info (e.g. cost, open Pos, etc)
Frequently Asked Questions
Here are answers to our most common questions.
Can customers place orders via the portal?
The customer service portal only allows informational access, it doesn't provide e-commerce capabilities. Those functions are readily available in WebAlliance E-Commerce
Can customers contact us via the portal?
Yes, the portal provides an easy-to-use contact form that users can utilize to send you product inquiries or general contacts. This form can send an email to any address you choose
Can customers build request a quote via the portal?
WebAlliance Customer Service Portal has an optional module that provides a 'quote cart' to your users so that they can create and submit a list of items they would like you to quote for them.
Can customers pay invoices via the portal?
WebAlliance Customer Service Portal has an optional module that provides an online invoice payment portal. Customers can select invoices and amounts to pay as well as submit payments via credit card or e-check (payment gateway required).
Does the portal replace my marketing website?
The WebAlliance Customer Service Portal does not replace your marketing website. The portal is intended to be a companion to your marketing site that is linked to from your site. The colors and logo can be changed to match your branding.
Can customers self-register/self-sign up for the portal?
Yes, customers can self-register for the portal by completing a sign up form. You can decide if you want to manually approve users and assign them to their customer code, or have them validate their identity via previous invoice and be automatically approved.
Can we move to e-commerce after we start with the portal?
Yes. The customer service portal is a great first step on the way to WebAlliance e-commerce. For instance, should you eventually decide to do e-commerce, your users will use the same credentials, etc. saving you time.
Can we import quotes into the ERP?
The platinum portal package has the ability to allow for importing quotes into an ERP. Note that the ability to import is dependent upon the import abilities of your ERP. Your ERP must also support the ability to automatically import data. Please contact us with your ERP name and version for specific details.
Will the portal email customers when they have past due invoices?
The portal doesn't send invoice information to your customers. That function is handled by your ERP. However, when your ERP emails customers about an invoice (past due or not), the portal provides a place where they can go online to see a copy of that invoice.
Do customers get immediate access when requesting an account?
Whether or not customers get immediate access to the portal or require your approval for their portal access is up to you. The portal can approve them automatically, or it can hold their account info and allow you to manually review it. In either case, you'll always be notified of a new customer portal account creation.
What are your billing and contract terms?
Portal pricing is available either on either a 12 month contract basis or month-to-month pricing terms. Standard portal pricing is based on auto-billing via ACH and options are available to auto-bill a credit card if you prefer (processing fees apply).