Parts and machinery
Support repeat accounts purchasing components, machinery or technical supplies.
Industrial & equipment suppliers
Give industrial customers one place to access account and delivery records
Give parts, machinery, electrical, engineering and maintenance customers access to selected invoices, statements, delivery records and account documents.
The operational problem
Commercial accounts outlast individual orders
Industrial customers may buy across sites, projects and contacts for years. They need a reliable account history while the supplier’s operational ERP continues to run the business.
Delivery and service records
Include related records where they are supplied and appropriate for customer access.
Multi-site customers
Map approved contacts to configured site, branch or account structures.
A practical first scope
Start with the account information customers request repeatedly
Fields such as job, site, branch, order or purchase-order references are included only where the source system supplies them and the configured portal supports them.
Existing dataIndustrial ERP, parts and equipment systems
Customer-facing layerInvoicePortalX
Secure accessAuthorised customer
Common environment
Industrial ERP, parts and equipment systems
A suitable system has reliable customer-account data and an export, database process or API that can be safely scoped. Document availability depends on what the source environment can provide.
Questions
Questions about fit and rollout
No. The core scope is account and document self-service, not ecommerce or order entry.
Yes where the source system provides them and they are included in the first scope.
It can suit manufacturers and distributors with repeat commercial accounts and reliable source data.
First rollout
Start with the requests creating the most admin
Tell us what customers ask for and where the information lives. GX Code will recommend a practical first scope and connection approach.