Spindle Self Serve – Wharncliffe - Making Sage Work for Business

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.

Download Self Serve Brochure

Watch a Short Demonstration

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.