Customer account access

Your customers can see a complete overview of their account including an account summary, recent orders, invoices and credit history, and access copy invoices and other documents.

Improve Staff Productivity

As well as saving time not needing to respond to client requests, internal staff can also benefit from Spindle Self Serve to view customer accounts & documents without having to use Sage 200.

View Orders & Stock

See all past orders on the history tab, including a live order status to indicate if the order is despatched, in progress or on hold. And optionally provide realtime stock enquiry. 

Spindle Self Serve integrates with Sage 200cloud 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, the 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 200cloud. 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.

Demonstration Site
Sage 200 Solution
Download Self Serve Brochure
Watch Self Serve Demo

The key features of Spindle Self Serve

Your Company,
Your Portal

Customise with your company branding, using your logo and colour schemes, to assure your customers they are in the right place.

Promotions

Advertise multiple sales promotions to various types of customers. Change the message seasonally and only make visible to certain customers or users.

Additional Module

Internal users

You and your colleagues can save time by remotely accessing customer accounts whenever & wherever you are.

Online Ordering

It’s quick and easy to set up online ordering. Your customers can place orders with you 24/7 and staff can log orders on customers’ behalf.

Additional Module

View & Download Documents

A complete document history of invoices, credit notes and statements. Link with Spindle Document Management to download PDF copies.

External Stock View

Customers (external users) can check stock and prices before placing an order.

Additional Module

Internal Stock View

Your staff (Internal users) can check stock levels without the need to use Sage.

Additional Module

Unlimited External Users

Let your customers help themselves to what they need at any time. No need to make a phone call or send a call to make their request.

What We're Saying

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Wharncliffe 13 hours ago

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Wharncliffe 17 hours ago

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Wharncliffe 19 hours ago

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