WebAlliance Customer Service Portal

- Free Your Data
- Liberate Your Team
- Serve Your Customers

Are you ready to liberate the information locked away in your Prophet 21 ® or TrulinX ERP?
WebAlliance Customer Portal for Prophet21 and TrulinX provides real-time visibility to account info, customer pricing, tracking, and inventory in an easy, customer-friendly, cost-effective package. 

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Is the portal the right fit for your business?

The chart below is a quick and easy path to see if the portal is the right fit.  
If your business isn't quite ready for full e-commerce (maybe your products are 90% engineered), but you need to offer online service to your customers, the WebAlliance Customer Service Portal may be a good fit.

The portal allows for a fast implementation (typically about a week) and minimal up-front cost.
Your customers can find past invoices, web statements, purchase history, order tracking, inventory, pricing, and more.

  Portal WebAlliance E-Commerce
Optional
Descriptions Descriptions, attributes, feature lists, filtering, and more
Basic Robust
Optional Optional

What are the different features of WebAlliance e-Commerce vs WebAlliance Customer Portal?



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Not quite ready for e-Commerce?

Check out how the WebAlliance Customer Portal can serve your customers with real-time data.

Pricing

Allow your customers to find the customer-specific price of any item in your TrulinX or Prophet21 ERP as defined in your ERP. 

Inventory

Your portal users can view real-time inventory for all desired inventory locations.  Eliminate phone calls to confirm inventory levels.

Tracking

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.

History

Your users can easily see their historical purchase information.  Save time and eliminate the need to generate purchase history reports

Invoices

Invoice details are readily available to users with the ability to search by PO, invoice, or month.  Eliminate the need to reprint customer invoices.

Frequent Purchases

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.



Account Section
Order List
Order Detail
Invoice List
Invoice Detial
Track Order
Search Results
Item Detail

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

  Silver Gold PlatinumComing Soon

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

tems 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 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 and be automatically approved.

Still have questions? Contact Us