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Customer facing

Know which product brings your customers' own surface, and where its guides live.

Updated 23 September 2026

Why
Customers want to check a quote or an order without waiting for someone to reply.
What
Your own customers on a branded surface of the same platform, brought by Commerce, reading only their own rows.
How
A customer signs in with an access code, as a separate principal, never as one of your members.

Where it appears

AreaWhat you seeBrought by
QuotesAccept a quote with a PO reference, or decline with a reasonSales Engineer, Design Engineer, Service Centre, Wizard, Commerce and Source
OrdersStatus, lines, totals, the invoice reference and the order's documentsSales Engineer, Design Engineer, Service Centre, Wizard, Commerce, Route, Source and Machinist
CustomersAn access code per customer record to invite them inEvery workspace
ServicingTheir own items, each decision priced, and collection in one tapService Centre
DesignTheir saved designs, read only, with Ask for a quoteDesign Engineer
WizardWizards they run themselves, charged to your organisationWizard
RouteDelivery windows, tracking and proof of deliveryRoute
CommerceBrings the surface: your prefix, your brand, your own domainCommerce

Brought by Commerce

The signed in surface your customers use is brought by Commerce. A customer is a separate kind of user, invited with an access code, who reads only their own rows and is never one of your members.

Quote links (/q/...), document links (/doc/...) and an embedded wizard work without Commerce.

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