Overview of the MYOB Acumatica Customer Portal
MYOB Acumatica gives your company a complete set of business software applications that your users can use anytime, from anywhere, by using virtually any device. On the other hand, only employees of your company can use the applications provided as part of MYOB Acumatica. The way your employees have been able to communicate with your customers is manual and based on emails, phone calls, and postal mail.
With the many advancements in technology, customers expect to have all the information they need from your company at their fingertips. Most of the interaction between you and your customers should be online, automated, always available, and provided as self-service.
The MYOB Acumatica Customer Portal provides a solution for you to more efficiently work and communicate with your customers. The Customer Portal is specifically designed to be the site where your customers can view all the relevant information about their interactions with you as a vendor and perform needed activities online.
Customer Self-Service Capability
By using the Customer 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
By using the Customer Portal, 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. You can view the updated information about the customer business account on the Business Accounts (CR303000) form.
Financial Overview
Within the Customer Portal, customers have the ability to see all historical documents, balances, due dates, payments received, and amount due.
Case Management
Customers can use the Customer Portal to submit new cases, which seamlessly flow into MYOB Acumatica. You can view the new cases by using the Cases (CR306000) form. The customers can view the cases they submitted, track the statuses of these cases, provide additional information when required, and reopen closed cases.
For more information, see Defining Case Classes and Configuring Case Management in the Customer Portal.
Order Management and Inventory Catalog
With the order management and the inventory catalog in the MYOB Acumatica Customer Portal, you give your customers access to the products and services you sell. You use your MYOB Acumatica instance to create the catalog and manage the product descriptions and images.
Your customers can use the Customer Portal to browse the list of available items, view item details, and then order the items online. The sales order is automatically generated and you can further process it. The customer tracks the status of the order and the shipments online. Also, the customer can view the invoice after you release the document. For more information, see Managing the Inventory Catalog in the Customer Portal.
Delegated User Management
You can assign a user or multiple users of each customer as delegated administrators and give these users the rights to add new contacts or users to the customer's business account by using the Customer Portal. The delegated administrators can also assign the users one or more of the roles you have provided. All the added contacts are immediately visible on the Contacts (CR302000) form in MYOB Acumatica.
Localization of the User Interface and Wiki Articles
You can localize the user interface of the Customer Portal and wiki articles to multiple languages. You can translate the strings of the application's user interface directly in the application or by exporting the application strings to a third-party product, performing the translation in that product, and importing the translated strings back. For details, see Managing Localization of the Customer Portal.
Tailoring of the User Interface
In MYOB Acumatica, you can flexibly tailor the user interface (in particular, main menu items, workspaces, and dashboards) that all users will see so that it fits the business processes of your organization. Your tailoring of the user interface will make it easier for users to find and begin working with required forms, speeding document processing in the system. For example, you can add generic inquiry forms or dashboards to a Customer Portal site map on the Portal Map (SM200521) form, so that the forms are available for quick access. For details, see Tailoring the Customer Portal.