HAny - Customer Portal
Standard edition from 30 EUR / month
Product requires one of the ERP systems below to function properly
- Helios Inuvio
- Helios Easy
Main benefits
• Lower support burden – clients download invoices themselves and check the status of the order or complaint. • Direct integration with ERP Helios – data is automatically transferred between the portal and Helios. • 24/7/365 availability – access to data and ordering at any time. • Faster payments thanks to access to advance payment slips, PDF/ISDOC invoices and receivables. • B2B ordering according to individual prices, discounts and stock availability. • Fewer errors thanks to recording and transferring requests, orders and other data to Helios.
Client zone and account management
• Overview dashboard with account status, pending orders, credit and latest reports. • Management of users and roles with different levels of authorization, for example for buyers and accountants. • Centralized history of documents, requests, communication and other interactions. • Overview of contact details, billing and delivery addresses and contact persons. • Possibility to request correction or change of contact details via the form.
Orders, offers and price lists
• Overview of orders and their status, creation of new and editing of pending orders. • Individual price lists, contract prices, matrix discounts and customer promotions from ERP Helios. • Current information on stock availability. • Overview of active and historical offers and marking of offers before expiration. • Repeating a previous purchase. • Import of large orders from Excel or CSV. • Search for goods using QR or barcode according to EAN, product code, batch or serial number.
Invoices, receivables and delivery notes
• Access to issued and advance invoices, credit notes, delivery notes and contracts. • Download documents in PDF and ISDOC formats. • Overview of paid and unpaid invoices with the possibility of downloading payment documents. • Overview of delivery notes linked to specific orders, including details of items, batches and serial numbers. • Possibility to download the signed delivery note.
Complaints and requirements
• Overview of applied complaints, their current status and the possibility to enter a new complaint. • Entering requests, for example, to change the date, edit data or approve a document. • Automatic entry of the request into the relevant ERP Helios module, for example Service, Requirements or CRM. • Automatic processing of the request or its assignment to the responsible employee according to the set rules. • Monitoring the progress of processing requests, service interventions and complaints in real time. • Complete history of requests and related communication for both the customer and the supplier.
Documents to download
• Technical sheets, instructions, certificates, safety data sheets and price lists linked to the purchased goods or a specific order. • Valid framework agreements, amendments and protocols from the relevant folder in Helios.
Automatic notifications
The portal can automatically send email notifications when defined changes occur, such as when a quote or invoice is issued, a complaint is processed, goods are shipped, or an order is moved.
| Standard | Custom | |
|---|---|---|
| Requirements management | ||
| Invoicing and receivables | ||
| Contact details | ||
| Delivery notes | ||
| Offers | ||
| Order management | ||
| Stock status in real time | ||
| Notification by e-mail | ||
| Product identification using a QR/bar code | ||
| Order system | ||
| Complaints | ||
| Tracking the status of orders | ||
| Downloadable documents | ||
| Price lists | ||
| Quick Order | ||
| User and role management | ||
| Price per month | 30 EUR | 0 EUR |
| Price per month (billed yearly) | 27 EUR | 0 EUR |
Prices are excluding VAT.
Interested in more information?We will reach out to you
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