Customer Self-Service Portal for Acumatica Cloud ERP

Create a customer experience where access to information including contracts, financial statements, support cases, and more, is always available with the Acumatica Customer Management Portal.

The Acumatica Customer Portal helps you work and communicate with customers more efficiently.  Helpful tools enable customers to see all the relevant information about their interaction and perform account-related activities online.  You can also reduce customer support questions by providing anytime access to your knowledge base and document sharing.

Key Features

Important Features of the Customer Self-Service Portal

Customer Self-Service Capability
By using Self-Service Portal, your customers can access their account information, create and manage support cases, and create and track online orders - all without picking up the phone or sending an email.  All of these services are available 24 hours a day, 7 days a week.

Self-Update of Customer Information
Customers can view and promptly update their company address and contact information, to keep the data in the system up to date at all times.

Financial Overview
Customers have the ability to see all historical documents, balances, due dates, payments received, and amount due.

Case Management
Submit new cases, which seamlessly flow into Acumatica ERP. The customers can view the cases they submitted, track the statuses of these cases, provide additional information when required, and reopen closed cases.

Online Ordering
With Acumatica Distribution Management applications, your business partners can use the Self-Service Portal to browse inventory and place orders on-line 24 hours a day, 7 days a week.  The customer tracks the status of the order, shipments and view the invoice.

Online Catalog
With online ordering in Acumatica Self-Service Portal, you give your customers access to the products you sell with their descriptions and images. You control which products are visible to each user and which warehouses goods can be shipped from.

Up-to-date Pricing & Inventory Details
Inventory and pricing is always up to date because it is connected to the same database as your Acumatica Distribution Management applications.

Document Sharing
Self-Service Portal provides a secure location to share important content with customers, such as marketing and technical documents - all without the need to build a separate webpage.

Knowledge Base
The Knowledge Base (KB) wiki is designed to host support references, such as information on specific solutions, frequently asked questions (FAQ), and common trouble shooting issues and their resolutions.  The KB articles, created and published by your company's support professionals, ensure that your customers can search the knowledge base to find answers to their questions whenever they want.