Portals
Portals in Cetec ERP give customers and vendors secure, self-service access to quotes, orders, invoices, shipments, and POs, reducing manual admin and speeding communication.
Cetec ERP Can Help You
Empower Customers
- Give customers real-time access to quotes, orders, invoices, and shipments
- Let customers submit RFQs, update contact info, and download order documents directly
- Reduce back-and-forth by enabling self-service for account statements and tracking
Empower Customers
- Give customers real-time access to quotes, orders, invoices, and shipments
- Let customers submit RFQs, update contact info, and download order documents directly
- Reduce back-and-forth by enabling self-service for account statements and tracking
Other Features Include
Configurable Access & Roles
Define portal access and roles to tailor the customer or vendor view.
Customer RFQ Submission
Allow customers to submit RFQs and upload drawings or documents directly through the portal.
Auto-Entered Quotes
Automatically convert customer RFQs into quotes in Cetec ERP, with all details and attachments included.
Contact Self-Management
Enable customer contacts to update their own profiles and maintain accurate contact data in ERP.
Customer Order Visibility
Give customers real-time access to open orders, pricing, terms, quantities, and due dates.
Customer Shipment History
Provide customers visibility into shipments, packing slips, and real-time tracking numbers.
Customer Invoice Access
Let customers view, download, and export invoices, including aging and unpaid amounts.
Customer Quote Access
Share open or completed quotes pending approval, with downloadable PDFs for review.
Customer Statements Dashboard
Give customers automatic access to A/R statements and visual reports on order status, delivery performance, and forecasts.
Vendor PO Access
Provide vendors secure access to purchase orders and requirements directly through the portal.
Vendor PO Acknowledgment
Enable vendors to confirm POs, submit status updates, and communicate changes without email.
Vendor Document Uploads
Allow vendors to upload packing slips, certifications, or other documents linked to POs.
Vendor Shipment & Payment Status
Give vendors real-time visibility into receipts, payments, and order status updates.
Portal Document Export
Let customers and vendors export order, invoice, and shipment data to Excel for offline use.
Why It Matters
Portals extend Cetec ERP to customers and vendors, giving them self-service access to quotes, orders, invoices, shipments, and POs. Real-time visibility reduces clerical overhead, speeds approvals, and strengthens relationships across the supply chain.