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Website and portal request autopilot
Catalogue matches or ERP Take it/Create review produce a complete order and its branded confirmation. Company introductions and account invitations are once per email address. Liebherr requests go to Kraemer Mining from both website and customer portal requests. File imports wait for Confirm positions; supplier answers populate costs. Non-GCC customers use Germany collection; GCC orders include a weight-based freight estimate to Dubai and 14 extra days. Unknown weights need review. A person approves every quotation before it is created and emailed.
Also inside TERRA-411 CUSTOMER PORTAL
The rest of CUSTOMER PORTAL.
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Status in their words
Received, pricing, quotation, confirmed, paid, preparing, shipped, delivered: eight steps a buyer recognises, worked out from the order, the papers and the payments.
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What was sent, as it was sent
Quotations, proformas and invoices with the lines and prices that went out, and the PDF the customer already holds.
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Shipments with tracking
Every box with its tracking number, what is inside it, the packing list and the delivery note once issued.
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Only their company
Each customer reads one company's orders, and never a cost, a mark-up, a supplier or a note your team wrote.
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A separate door
The customer portal answers on its own address and is the only thing there: your team's rooms are not reachable from it at all.
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View as client
One button on a company card opens the customer portal exactly as that customer sees it, read-only, so a manager can talk them through it.
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Requests with their own files
Parts picked from your catalogue or pasted as a list, or their own spreadsheet, PDF or photo: an order on your desk at once, the file read into lines, and the lines shown to the customer once a manager has confirmed them.
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A conversation on each order
The customer asks on the order, the manager answers from the order card, and an e-mail tells the customer the answer is there.
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Accept a quotation online
The customer ticks the positions they take and the alternative they prefer: the order is won, the rest is marked not taken and stays off the proforma, and a manager is asked to send the proforma.
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Payment confirmation
Once the proforma is out, the customer sends the bank's confirmation from the order; it lands on the order card and a manager is asked to check it with the bank.
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A letter at every step
Request taken in, order confirmed, payment received, shipped with its tracking number, delivered: one letter each, never two, each opening the order in the portal. The quotation and the proforma your managers send carry the link.
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Replies in the customer's language
With AI configured, an assistant answers customer portal messages using the customer's visible order details. Files and questions needing review go to your team. A manager can take over the conversation or let the assistant reply again.
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A welcome when access is ready
Once a confirmed customer account is linked to its company and can sign in, a welcome email names the company and opens the customer portal. Saving the link again does not send another welcome.
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A new customer, a company in one press
Somebody registers on your website and confirms the address: your team is told who, and the company your CRM already has for them. One press links the account; or a company is made from what they typed, with their person on its card, and their customer portal opens.
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Customers can change request quantities
Customers update quantities or remove positions with a record of what changed. Removed lines stay in ERP as Lost and the team is notified. Confirmed orders need team approval; existing payments, purchasing and shipments are reviewed before correction. Documents already sent keep their original quantities.
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