Platform part
Customer facing
Your own customers on a branded surface of the same platform, brought by Commerce, reading only their own rows.
Ashworth Aerospace Ltd, Customer sign in
The access code on Ashworth Aerospace Ltd's record, its invite link, and the person who joined with it, marked as an account from the website.
Demonstration data
Why and how
- Why
- Customers want to check a quote or an order without waiting for someone to reply.
- How
- A customer signs in with an access code, as a separate principal, never as one of your members.
Where it appears
- QuotesAccept a quote with a PO reference, or decline with a reason
- OrdersStatus, lines, totals, the invoice reference and the order's documents
- CustomersAn access code per customer record to invite them in
- ServicingTheir own items, each decision priced, and collection in one tap
- DesignTheir saved designs, read only, with Ask for a quote
- WizardWizards they run themselves, charged to your organisation
- RouteDelivery windows, tracking and proof of delivery
- CommerceBrings the surface: your prefix, your brand, your own domain
How it works
Brought by Commerce
Commerce brings the surface on your prefix or your own domain. Quote and document links still work without it.
Their rows, nothing else
Customer policies cover exactly the tables a customer may read, and a test proves zero rows everywhere else.
Accept, decide, collect
They accept quotes, answer service decisions with each option priced and ask for a collection in one tap.
Questions
- No. Quote links and document links work on their own; Commerce brings the signed in surface with everything else.
- No. A customer is a separate principal reading only their own rows, and a test proves zero rows everywhere else.