Making sage work for business


Customer Account Access

View Orders & Stock

Unlimited External Users

Customise Appearance

Online Ordering

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!

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.

Looking for more information?

Features & Benefits of Spindle Self Serve


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.

View Orders and 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. 


Your Company, Your Portal, Your Brand

Help your customer feel at home and know they’re in the right place with your company branding, using your logo and colour schemes.

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.

View & Download

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

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.

Spindle Self Serve Demonstration Site

Looking for more information?


Download the Spindle Self Serve brochure for more information on this comprehensive solution.


We’d be happy to provide you and your team with a complimentary product demonstration.

Ask a Question

Speak to a member of the Wharncliffe team who will be able to assist with any questions you may have.

Getting in touch…

Getting the answers you need is simple! You can call a member of our experienced team or a speak to our dedicated and knowledgeable sales team who can simply speak to you over the phone, arrange a meeting with you, or arrange a demonstration tailored to your business requirements.

01226 361 100

General Enquiries