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Border Launch Business 2 Business Web Portal

Published Date in the category: News.

 

Border Portal Image resized 450

 

At our recent CounterAct User Meetings, we launched phase 1 of its Business to Business web portal.

 

B2B phase 1 enables account customers to log in via a secure web site to access and update account information as well as pay bills.

 

The portal links real time with CounterAct and includes the following functionality:

 

  • View current and aged breakdown of balances and credit limits
  • View and generate historic and current statements
  • Details of invoices and credit notes can be seen and copies can be requested including proof of delivery
  • Make an account payment - full balance, aged balance or just an amount
  • Options for customers to dispute or undispute an invoice
  • View and drilldown to customer orders 
  • Quotations can be seen and copies requested

 

CounterAct customers will be able to have their portal styled to fit in with their company branding, colour scheme and logo.

 

Customers can simply provide a link to the portal from their existing site or use it as an opportunity to have a brand new site designed with portal functionally and web trading for cash customers.


B2B phase 2 will follow in the spring and will include functionality for account customers to place orders on line either for delivery or via click and collect.


Phase 1 of the portal has been priced in bands to make it accessible for customers of all sizes. Border look after the maintenance and hosting of the portal as well as the site design. Users will also be trained on how to setup access rights for their customers to provide the necessary information.

 

We hope that the portal will be a fantastic tool for our customers to provide key account information on-line to their account customers. The portal will both reduce the admin overhead for our customers and help them provide a better service to their customers.

 

§  Current and aged breakdown of balances and credit limit.

§  User control of how over credit limit or on stop is handled on the portal

§  Account Statements – historic and current statements can be requested

§  Details of invoices and credit notes can be seen and copies can be requested including POD.

§  Drilldown to view payments allocated against invoices

§  Customer can make a payment – full balance, aged balance or just an amount. Auto email to accounts option if a customer pays who was previously on stop.

§  Option for a customer to dispute or undisputed an invoice      

§  Customer orders can be viewed from the customer’s perspective. IE: Any order the customer has placed that hasn’t been invoiced yet. Drilldown to list of products available.

§  Quotations can be seen and copies requested      

CounterAct: tickQuick to Learn tickEasy to Use tickFirst Class Support   |   To arrange an demonstration call 01600 715 139

Border Merchant Systems Ltd, Singleton Court Business Park, Wonastow Road, Monmouth, NP25 5JA