CPS Customer Portal
A B2B dealer portal your distributors will actually use.
Contracted prices, project quotations, orders, invoices and payments in one portal, synced with Business Central.
At a glance
- Contracted prices per dealer
- Quote to order to payment
- Business Central sync
Give dealers and distributors a portal that does the work they currently do by email and phone: price lookups, quotations, orders and payments, all on their own contracted terms.
Dealers are invited and verified, then see their own contracted prices, build project quotations with every revision kept, turn an accepted quote into an order and pay invoices online. They can add their own staff with their own permissions, and customers, items, prices and orders stay in sync with Microsoft Dynamics 365 Business Central.
We have built a dealer portal of this kind before, for an AV distributor in Dubai; the case study is linked below. The Customer Portal is in development: join the waitlist and we will tell you when it is ready.
What's included
Dealer onboarding
Invite dealers, verify them and set their terms.
Contracted-price catalogue
Every dealer sees their own contracted prices.
Project quotations with versions
Build quotations per project and keep every revision.
Quote to order
Turn an accepted quotation into an order in one step.
Invoices & online payment
Dealers view invoices and pay online.
Design requests
Request drawings and designs against a project.
Dealer teams
Dealers add their own staff with their own permissions.
Pricing engine
Price lists, discounts and rules applied consistently.
Business Central sync
Customers, items, prices and orders synced with Dynamics 365 Business Central.
Common questions
We have not announced a launch date yet. Join the waitlist and you will hear first, together with pricing.
Be first in line
Tell us a little about your business and we will be in touch as soon as it is ready.
How we can help
- Custom Software and AI DevelopmentWeb applications, business system integrations and AI automation, built to fit how your company actually works.
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