Using the Customer Portal Dashboard
Purpose and scope
Customer Portal is only available for Brightpearl by Sage integrations.
Digital Commerce Platform integrates seamlessly with Brightpearl, allowing you to use and extend your business data online without compromising its quality and integrity. Data is requested and sent through a standard data interface using a REST web service.
Experlogix integrate with Brightpearl to provide you with a
Customer Portal - designed to be used by customers to view their order history, quotations, delivery addresses and account details.
Purchase Order Portal - designed to be used by suppliers to allow Brightpearl suppliers view, manage and fulfil orders.
This article gives you a step by step guide to how to use your Brightpearl Customer Portal.
More information
Login
Log into your Brightpearl Customer Portal.
Dashboard
The Dashboard is displayed when you login.
Actions available
View account details
Select an option from the menu on the left
Click Pay off Balance to pay off some or all of your outstanding balance using the integrated payment gateway
Logout
Delivery addresses
The delivery addresses screen lists delivery details.
Actions available
View a list of your delivery addresses
Click Edit to update delivery address details
Click Add to add a new delivery address
Delivery addresses that your customers add via the Customer Portal are saved in real-time to Brightpearl.
Quotations
The quotations screen lists your active quotes.
Actions available
View a list of active quotes
Click View to see details of a specific quote
Once you have opened a specific quote:
to send quote details by email, click Share Quote.
to place this order, click Convert to Order. This places the order directly into your ERP.
to add a comment, enter the extra information in the text box under Comments and click Add Comment.
Account details
The account details displays your credit limit, credit balance and contact details.
Actions available
View your credit limit, credit balance and contact details.
Update your contact details.
Order history
The Order History screen displays a list of all orders placed by your customers.
Actions available
View a list of orders.
Click View to see more detail about a specific order.
Read more about Order History functionality on Brightpearl’s help portal1.
Transactions
The Transactions screen lists commercial documents, such as Invoices and Credit Notes.
Actions available
View a list of transactions.
Filter by different document types. By default, all transactions are listed.
Click View to see more detail about a specific transaction.
Click Print to print a specific transaction.
Click one or more checkboxes to the left of the transaction to select specific transactions for payment.
References
We have no control over content on external sites.
1 External site: Customer Account Portal (shared from Brightpearl's help portal)