Features
Get started fast
Setting up the system is a breeze, allowing customers to access their portal with lightning speed, enhancing productivity in no time! The interface is designed with such intuitive ease that it feels like a friendly handshake, welcoming you aboard. And the automation tools? Consider them your exclusive backstage pass to seamless and immediate access, ensuring you’re always ahead of the game.
Simple and easy to use
The platform is exceptionally user-friendly, designed to require absolutely no setup, ensuring a smooth and enjoyable experience for everyone. With its intuitive interface and accessible tools, it caters to users of all skill levels. The platform effortlessly streamlines processes such as order creation, invoice management, shipment review, and custom queries. This means you can manage your tasks efficiently and effectively, all without needing any technical expertise. It's like having a personal assistant that makes your work life easier and more enjoyable, allowing you to focus on what truly matters.
Plus even more
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Sales Orders
Effortlessly simplify order management with our cutting-edge system. Our advanced tech lets your customers create and print orders without manual entry. Enjoy the ease and efficiency of our platform as customers generate orders in just a few clicks. Say goodbye to tedious data entry and hello to a smooth, organized system that keeps your business humming!
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Shipment Information
Customers can easily track their shipments with a tracking number and handy links from our system. This feature lets them see exactly where their packages are and get real-time delivery updates. With this, they can relax, knowing they're informed at every step. Plus, our advanced platform allows them to quickly generate and print packing slips from the Epicor ERP / Kinetic system, boosting efficiency and making the experience enjoyable.
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Returns
Customers can effortlessly track your Return Material Authorizations (RMAs) with our intuitive portal. They can check any RMA status from start to finish, all in one spot. Even better, they are able to initiate RMAs directly through our portal, making the process quicker and make managing returns and exchanges a breeze, enhancing your customer experience.
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Cases
Customers can create Help Desk Cases to streamline business processes efficiently. This boosts workflow and ties all relevant info together seamlessly. By using Help Desk Cases, customers can organize inquiries or issues systematically, leading to better communication, quicker resolutions, and happier customers. Plus, integrating comprehensive data and resources empowers your team to tackle each situation with clarity and efficiency, ensuring no detail is missed.
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Invoices
With Stripe Payments, collecting payments is a breeze. No more waiting for checks or tedious data entry. Our user-friendly portal, with intuitive navigation and clear instructions, makes it easy. Streamline your invoicing and focus on growing your business, not accounting headaches. Just a few clicks to download invoices keeping your finances team happy and focused.
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Custom Queries
With Epicor ERP / Kinetic, you can craft your own custom queries. The best part? Customers can easily download them, accessing crucial insights anytime. Empower them to retrieve data effortlessly, enhancing their experience. Start creating queries today and transform interactions!
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Quotes
Your valued customers will love the ease of not just viewing quotes but also crafting their own personalized ones in your user-friendly portal. This feature lets them pick parts, quantities, and options to get the best pricing for their needs. It streamlines the process, making it more interactive and enjoyable, while strengthening trust in your brand's dedication to top-notch service and customer satisfaction.
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Admin Features
Provide your customers with a unique, personalized experience by effortlessly integrating with your Epicor Kinetic system. Additionally, our sleek automation tools allow you to customize the portal in just minutes!
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...More to Come!
Keep an eye out for more features being added all the time!