Guides · Accounts · ERP
Customer account portal on your ERP: logins, pricing, history, documents
A customer account portal is the authenticated area where each trade buyer sees their world: their prices, their orders, their invoices, their users. Wired to the ERP, it becomes the durable layer customers return to — not a one-off microsite.
Search demand for "customer account portal ERP" usually means buyers are past brochureware. They want account-centric access with commercial truth intact.
Core capabilities
Identity and access come first: invite users per account, roles (buyer vs accounts payable), password resets, and optional SSO later. Then commercial truth: price lists, open orders, invoices, credit notes, and statements sourced from the ERP.
Many UK B2B firms also need proof of delivery, batch/lot certificates, and quote history. Those documents should be retrieved or generated from systems you already trust — not re-keyed into a CMS.
- Multi-user accounts with role permissions
- Account-specific catalogues and prices
- Order and invoice history with filters
- Document downloads with audit logging
- Optional punch-out or procurement integrations later
Avoiding a second source of truth
The failure mode is cloning customer and price tables into the portal database and letting them drift. Prefer API or integration reads (cached where needed) with clear refresh rules. Writes (new users, new orders) go through validated ERP transactions.
Security and trust
Trade portals expose commercially sensitive pricing. Use HTTPS everywhere, lock down enumeration of account numbers, rate-limit logins, and review which staff can impersonate customers for support. Align retention of portal logs with your wider GDPR posture.
Related guides and examples
Need an account portal on your ERP?
We design customer account areas that stay honest to ERP pricing and documents. If your buyers still chase PDFs by email, a portal is usually the fix.
