Client Center

The Client Center allows Erp.Net clients to assist their customers by allowing them to see and create sales orders, review due payments, as well as access and download invoices. It’s best used to provide faster support and increased speed of new orders.

You can build and host a CC instance from your global website environment, and access it using a custom relative url.

Structure

The Client Center has a hierarchical menu structure consisting of several sections and pages. Each works with accurate and simplified data to implement a seamless platform experience, allowing customers to look at documents important to them on-demand.

Important

User access to the Client Center is determined through external access roles. You can learn more about them below.

Home

This is the default landing page of the Client Center, offering quick access to all orders, invoices, and due payments based on predefined role access. It also keeps a real-time metric of how many orders and invoices were produced for the current month.

Warning

As of v.26, the Chat integration is no longer available.

Orders

This section is responsible for storing existing orders and facilitating the creation of new ones.

It is comprised of two pages:

• Orders
• New Order

Note

The New Order page is disabled by default for security reasons.

For more information on how to enable it, please refer to our step-by-step guides and the Settings and error reference

Billing

This section keeps a log of billing-related documents and allows for their close inspection.

It is comprised of three pages:

• Invoices
• DuePayments
• Payment History

User Management

The User Management page manages a customer's existing users by determining the level of access they have to the Client Center.

It is an alternative to the standard way of setting up external customer access.

Customer Profile

This page is where customers can see more information about their registered company, including UIN and VAT number.

Tip

Depending on your business' size and reach, you can create and manage multiple Client Centers.

This could be useful for departments dealing with unique sets of tasks and issues, as their customized version of the Client Center will remain completely tailored to the users they’re serving.

Role-based access

Individual access to Client Center sections is determined strictly based on the external access role a user is assigned.

Each subsequent role in the table below also includes the rights granted by the previous.

Role	Home	Orders	Billing	User Management	Customer Information	Notes
L10 - Basic	✅	❌	❌	❌	✅	Basic access to the Home and Customer Profile pages.
L20 - Orders	✅	✅	❌	❌	✅	Access to Orders and New Order, excluding Price, Discount and Amount.
L30 - Orders + Prices	✅	✅	❌	❌	✅	Like L20 Orders, but including Price, Discount and Amount.
L40 - Billing	✅	✅	✅	❌	✅	Adds access to Invoices, Due Payments, and Payment History.
L80 - Admin	✅	✅	✅	✅	✅	Full access, including to User Management.
L90 - Owner	✅	✅	✅	✅	✅	Same as Admin, but Owner access cannot be revoked by anyone, including Admins.

Features

Users can perform a couple of actions from within the Client Center:

• Customize a page's layout with Grid Control capabilities

• Cancel already issued sales orders before they're finalized.

• Download invoices to preview them outside of the Client Center.

Note

The screenshots taken for this article are from v.26 of the platform.