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The portals as standard will offer the following functionality, it must be said that depending on the database it communicating with will effect what can be accheived. It is possible to adapt the standard portal to exclude or include additional functionality depending on the customers requirements or desires.

The following lists the portals standard functionality based on Sage Line 500 data structure.

Sales Order Enquiry/Tracking

• View live sales orders and keep track of the order status through the manufacturing/distribution cycle.
• Track orders through the manufacturing/distribution cycle.
• View delivery quantities

Sales Ledger

• View and re-print invoices
• View overdue invoices
• View credit notes
• View and re-print customer statements
• Eables customers to acknowledge acceptance of invoice and enter proposed payment date
• Enables customers to place invoices in query
• View open queries

Portals can be designed to encompas much more functionality if required.

Business Automation

The web portals are designed to work in conjunction with MDD, which is an automated documentation system. MDD is capable of sending email based on your business data, for example it can send despatch notes to your customers the second an item is despatched to that particular customer. The email can contain any combination of fields held within your database, it can also contain a hyperlink which when clicked opens up the customer portal, authenticates them and passes them onto the appropriate page automatically!

Just imagine if you could send all you invoices out on email, with a link saying "Accepted". When they click that link it opens your portal, updates that particular invoice record by entering a pre-determined digit in your live database. Just think of the time you would save communicating with you customers accounts departments?