"Where is my order?" is the most frequent question in customer service and almost always answerable if someone looks it up in the ERP. That is exactly the view we give the customer directly.
What the customer sees
- An overview of all their sales orders, most recent first
- Each order in detail: which item is open, what has been delivered, what has been invoiced
- The paperwork: download delivery notes and invoices directly, no request needed
- Documents per order and per line item, retrieve them and add their own, such as an approval or a revised specification
The benefit works both ways
Customers get answers when it suits them, including outside your office hours. And your customer service team wins back the time currently spent on status enquiries and resending documents.
Access is protected and shows each customer only their own transactions. The data comes straight from the ERP. There is no second version of the truth to maintain.