Distributor Portal Software
What is a Distributor Customer Portal?
A customer portal for distribution companies is a secure, online platform that allows customers (typically retailers, wholesalers, or third-party logistic providers) to interact with the distributor’s content and fulfillment data. It’s essentially a self-service site where customers can manage their accounts, place orders, track shipments, and access pertinent information—all in a 24/7 self- service fashion without needing to call or email the company directly.
What are the Key Features of a Distributor Customer Portal?
The features of a portal can be diverse depending on what good or service is being offered from the company to the users. Here are some of the more common use cases.
Order Management
- Place new orders or view order history
- Reorder frequently purchased products
- Download invoices, fulfillment, and shipping documents.
Inventory Visibility
- Check real-time stock availability
- View lead times for out-of-stock items
Shipping and Delivery Tracking
- Track shipments
- View estimated delivery dates
- Access proof of delivery (POD) documents
Account Management
- View and update customer profile
- Manage billing and shipping addresses
Invoices and Payment
- Access invoices and statements
- Make online payments
- Track payment history and credit status
Product Catalog and Pricing
- Browse product details
- See customer-specific pricing or promotions
Support and Communication
- Submit support requests or complaints
- Live chat or message center for inquiries
Reports and Analytics
- Download reports on purchases, returns, etc.
- Analyze buying trends or usage
Screen Shots
Benefit for the Distribution Company
The benefits for the agency providing the portal can vary, but typically include the following:
- Reduces manual workload for customer service teams
- Improves order accuracy and speeds up processing
- Enhances customer satisfaction and retention
- Provides insights into customer behavior and demand
Benefit for the Customer
For distribution customers or partners—retailers, wholesalers, third-party logistic providers, etc.—a customer portal provides:
- Visibility into order fulfillment status and delivery
- Functionality to create new orders and view inventory availability
- Pay invoices and check credit status
Frequently Asked Questions
Who can access the portal?
Customers receive an invitation when the portal is shared with them. Single Sign-On (SSO) via Microsoft accounts is standard.
Will I be notified if a customer creates a new order in the portal?
Yes, you can create email notifications, text messages or other types of notifications when an order is placed.
Can I download invoices or packing slips?
Yes, all related documents are available for download in PDF format.
Will I have to pay for every user that interacts with the portal?
No, the product is licensed on a flat, monthly basis and includes unlimited users.
Can the portal be customized to our company’s branding?
Yes, the portal supports full branding customization, including logo, colors, and layout.
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