Acumatica Customer Portal

The Acumatica Customer Portal is a private portal for your business customers where they can see a product catalog, create a sales order from the product catalog, see their invoices, see their payments, their support cases and additional documents that you can create for your business customers. Our company can help you with the creation of the additional documents and with customizations. 

The video below illustrates this. If you want to see the webinar in full screen in a new window, click here

Changing the Customer Portal (Adding Documents)

You can easily add text, web links, pictures and documents to the customer portal without needing a programmer. You just need to know WIKI Mark Up language or HTML.

Today there are no project management reports in the customer portal, however you may want to show the project actual cost versus the project budgeted cost in the customer portal. You could export such a report from the Acumatica Project Accounting module/workspace to an Excel file, and attach this Excel file to a project management page in the customer portal. All this is enabled by the use of WIKI pages in the Acumatica Cloud ERP.

An example of how to change the current home page of the customer portal can be seen here.