Online portal for ordering and quoting customers

Kinetic ERP
1

Hello

We are a B2B company that currently has about 2000 active customers. These customers currently call / email for pricing and availability. The orders also come via phone, fax and email. I would like to build a special portal for our customers so that they could find pricing and lead times and also place orders via the portal. Lead times and availability is very important in our industry - so we need some customization work on Opportunity quote and order entry to compute these lead times on a live basis. All this stuff is currently being done manually by our customer service staff on Epicor. I’m looking to speak to anyone who has done something similar. Happy belated new year ~~~ Rajiv Iyer

2

We built this, did a presentation on it at last years insights. What do you want to know?

I should also say that @Jason_Woods has a customer portal product that he sells which may satisfy what you need and it’s pretty awesome.

Other portals exist in the Epicor world as well ECC and even Part Trap might be worth looking at.

1 Like
3

We built our customer portal with Salesforce B2B Commerce and use Automation Studio to move data between Kinetic and SF. It works but was the wrong choice for how we ultimately use the portal. In hindsight if using SF I would have looked at their engagement cloud/service cloud for the portal.

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4

Thanks @josecgomez
You can find out a bit on the website https://elevateerp.com
The customer portal is focus specifically on B2B (not B2C :wink: )
It has:

  • Quote/Order/RMA/Help Desk Status with details, Quote/Order/RMA/Help Desk Creation
  • Invoice Status with Details, Invoice Payment processing via Stripe, and Cash Receipt
  • Shipping details
  • Custom BAQs (with updateablility)
  • Prints directly from Epicor
  • Sales Rep Portal for reps to manage their customers
  • Customer impersonation

There is also a supplier portal with features being expanded.
:red_exclamation_mark:It’s also a 5 minute setup to get it working.:red_exclamation_mark:

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5

Hi Jose - Thanks for the response. I have looked at ECC connect and Part trap and they are very pricey. I have also heard that ECC connect has problems. I haven’t heard about ElevateERP before so thanks for that

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Hi Jason - We are actually B2B so that’s a good fit. What is the best way to connect with you?

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We used ECC before moving to Salesforce. It worked ok but was rather limited unless we spent a lot of money with Epicor to build it out.

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Thanks Chadd. Since we are a B2b company - all our customers are captive they do not need any animations - all they need to see is pricing and availability. The availability needs to be calculated at Epicor as we have assemblies with layered BOMs

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I would look at Jason’s product. Salesforce is very capable but it’s expensive and has a lot of features that aren’t needed for simple B2B quotes, orders, and invoices. It wasn’t my choice to use SF B2B. But we are stuck with it for right now.

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