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.
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
Self Serve will provide you with the following features
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24/7 secure online access to real-time information
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Account dashboard & account overview
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View sales order status and invoice history
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Re-print or download PDF Invoices, Statements etc.
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Access documents such as Certificate of Conformity and Product Specifications
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Direct messages on transaction queries
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Optional facility to view stock availability and prices
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Optional facility to place orders online at anytime
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Advertise multiple sales promotions to various types of customers
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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.
The key features of Spindle Self Serve
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