This portal offers a customer oriented interface in the internet featuring self-service interaction , automated e-mail replies and website content customization, reducing operating service costs by improving efficiency.

Portal access control is defined in the User Register, in which the customer-ERP defines each customer-user as well as their access rights and profile. Thus, if the customer-user profile is Administrator, it means that he can register other users for access to Portal information and restrict access to certain features; however, he cannot add features the customer-ERP has not made available.

Some of the portals created:

CRM

The CRM Portal features the following Marketing routines for customer-users:

• Product Catalog - Product technical data, such as code, description, scientific description, size, brochure and picture.
• Task Request - The sending of tasks to commercial representative.
• Information Management - Updates of registration data and of data pertaining user-customer company contacts.
• Business Agent - View of registration data of the representative registered for the Customer/Supplier.

Sales and Distribution

The Sales and Distribution Portal features the following Sales routines for customer-users:

• Sales Orders - The addition, edition and cancellation of orders.
• Estimates and Quotes - The addition, edition and cancellation of estimates.
• Order Follow-up - To query orders, production orders, credit approvals, stock clearances, outbound documents and financial bills.
• Sales Statistics - Display of the following data: monthly consumption volume per product in quantity, amount and discounts in periods: monthly, quarterly, biannually and yearly, monthly consumption volume in amount and discounts in periods: monthly, quarterly, biannually and yearly.
• Tax Documents - Display of tax invoices.

Financial

The Financial Portal features the following routines for customer-users:

• Pending Bills - Display of all pending bills, except deductions and credit notes.
• Written-off Bills - Display of the last bills written-off in given periods. Example: last month, last quarter, last semester, last year.
• Credit Notes - Display of all pending credit notes owned.
• Registration Card - Display of such statistical data as: oldest arrears, average arrears, current arrears, maximum pending balance, pending current balance, average monthly collections, bill monthly average, amount of credit limit, risk level and balance of current credit limit.