Customer Portal
your clients log in.
You stay in control.
Give B2B customers a secure login for orders, invoices, shipments, issues, and optional online ordering — without endless status emails to your team.
Linked Delivery Note DN-10482 In progress
Sign up once.
Log in anytime.
Customers and suppliers register from your login page with company details and email. ERPNext sends credentials; they enter the portal as a Website User — separate from your internal staff accounts.
Self-service onboarding No more manual account creation for every new B2B buyer.
Access tied to Contact You decide who sees what — linked to Customer and Contact records in CRM.
Business Benefit: Fewer “how do I log in?” calls from sales — customers onboard themselves while you keep governance.
Where is my order?
They check themselves.
Logged-in customers open Orders, Invoices, and Shipments from the portal menu. They see what is in progress, invoiced, paid, or outstanding — the top reason for B2B status calls.
Live fulfilment view Sales order through delivery — one thread, no re-keying.
Paid vs unpaid invoices Finance transparency without PDFs flying over email.
Hover or tap the card
Business Benefit: Your team handles exceptions; customers self-serve routine “where’s my stuff?” questions.
Sales Invoice
SI-8821
Payment received
Paid in full
Shipment DN-8821 · Delivered 24 May 2026
Logic says: every portal login should tie back to a Customer and Contact in CRM — so sales always knows who is self-serving.
Pair Customer Portal with
CRM
Support tickets
with full conversation history.
Clients raise an Issue in the portal, see their open and closed cases, and reply in the same thread. Your team works in ERP; the customer sees a simple, focused interface.
Support (14:02): “Thanks — warehouse is reprinting labels now.”
Business Benefit: One register instead of scattered emails and chats — add Frappe Helpdesk for Knowledge Base when you are ready.
Progress they can
see and comment on.
Share a Project with selected portal users: they view Tasks, linked timesheets, update task status, and leave comments — ideal for agencies, integrators, and project-based B2B work.
Business Benefit: Fewer weekly status meetings — clients see live progress and shorten approval loops.
Repeat orders
without PDF chase.
Enable Shopping Cart on your website: Website Items, variants, checkout or Request for Quotation. Orders flow into ERP; customers track them in the same portal.
B2B catalogue online Distributors reorder without a separate B2C shop stack.
Stock and billing aligned Same system for web orders, warehouse, and invoices.
Business Benefit: Faster order intake, fewer transcription errors from email PDFs.
Serve, sell, support —
inside SolutionsInc.
Portal, CRM, fulfilment, and helpdesk share one ERP — your customers self-serve while your team stays in control.
