Spindle Self Serve integrates with Sage 200 to deliver real-time financial and accounting information, with optional order enquiry/entry and stock enquiry processing, to your customers and your office or field-based staff. It’s an easy-to-use, online portal that allows customers to ‘self serve’ their own account and for staff to view accounts and documents without the need to access Sage 200 and it doesn’t use any Sage 200 licences!

Self Serve will provide you with the following features:

  • 24/7 secure online access to real-time information
  • Account dashboard & account overview
  • View sales order status and invoice history
  • Re-print or download PDF Invoices, Statements etc. 
  • Access documents such as Certificate of Conformity and Product Specifications
  • Direct messages on transaction queries
  • Optional facility to view stock availability and prices
  • Optional facility to place orders online at anytime
  • Advertise multiple sales promotions to various types of customers
  • Browser-based access on all devices

 

 

Self Serve from Draycir, fully integrates into Sage 200. It offers outstanding features and clear benefits and we believe It’s something you should definitely consider for your own business to help you achieve even higher quality customer service whilst at the same time freeing up valuable staff time within your finance & sales office teams.

If you’d like any further information on Self Serve please feel free to ask, we can arrange a webinar presentation and would be delighted to help in any way we can – just give us a call on – 01226 36110 or drop us an email at info@wharncliffe.co.uk. Why not take a look for yourself on our demonstration site – simply register your email address and shortly afterwards you’ll receive a confirmation email giving you access to try it out.

Click here to download the Spindle Self Serve brochure

 

 

Already a Wharncliffe customer?

 

You can access Self Serve from our Client Login page on this website and see your latest account position, download copy invoices, and much more. As well as accessing Self Serve through Your Account, you can also access and update the dashboard & tasks of any open implementations/upgrades through Your Projects, as well as raise and update support cases through Your Support.

 

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