Customer Portal & Self-Service.
Order status, documents and reordering available to your customers online, without a call to your office.
- Self-service
- Order tracking
- Document access
- Reordering
- Mobile
Customer Self-Service Coverage.
Each capability replaces an enquiry your team currently handles manually.
Secure Account Access.
- Secure customer loginEach customer sees only their own orders, documents and pricing.
- Multiple users per accountBuyer, accounts and warehouse contacts, each with separate permissions.
- Mobile-first interfaceDesigned for mobile, where most customers will access it.
Real-Time Order Tracking.
- Real-time order trackingStatus drawn from your operational system and updated as it changes.
- Delivery visibilityDispatch confirmation and proof of delivery, published in real time.
- Automated notificationsEmail or SMS alerts on the order events that matter to the customer.
Document & Invoice Retrieval.
- Invoices & statementsCurrent and downloadable, with no manual re-sending.
- Delivery receiptsSigned proof of delivery, retrievable whenever it is required.
- Certificates & compliance docsAttached to the order they relate to.
Self-Service Reordering.
- Contract pricing per customerEach account sees its own agreed pricing.
- Reorder from historyPrevious orders repeated in a single action.
- Order approval flowThe customer’s buyer raises the order and their approver releases it.
The Cost of Repeat Status Enquiries.
Routine status enquiries consume skilled staff hours that should go to higher-value work.
- Customer Self-Service Customers check orders, deliveries and balances online. Inbound status calls are removed from your team’s workload.
- 24/7 Availability Portal access outside office hours. Customers get answers without waiting for your team.
- Accurate Data Status read directly from the source system. Customers see the same record your staff see.
- Customer Retention Reorders placed directly from order history. The supplier that is easiest to deal with keeps the account.
- Faster Collections Invoices and statements available on demand. “We never received it” stops delaying payment.
- Scalable Support More customers served by the same team. Service capacity no longer depends on headcount.
- Process & Compliance Customer requests follow one controlled, recorded process. No untracked requests and no gaps in the record.
- Maximized Performance Documented service flows and monitored portal activity. Service performance is measured, maintained and improved.
A portal built on unreliable internal data increases call volume instead of reducing it. WCube establishes accurate status first, then publishes it.
Book a Free ConsultationFrequently Asked Questions.
What is a customer portal?
A customer portal is a secure area where your customers check their own order status, download documents and place repeat orders without contacting your team. It reads from your operational systems, so customers see the same information your staff would provide.
Do we need a customer portal if we already have a website?
Yes. The two serve different purposes. A website presents your business to prospective customers. A portal serves existing customers with information specific to their account. Most companies operate both.
How does a portal connect to our existing systems?
Through the interfaces your systems already provide: an API, database views or scheduled data exchange. The portal does not maintain a separate copy of the data. It displays what the operational system holds.
Is a customer portal secure?
Yes. Each customer account sees only its own data, enforced on the server. Access is role-based per user and every session is logged. Security requirements are agreed during the requirements assessment.
What happens if our internal status data is not accurate yet?
Data accuracy is addressed in the first phase. Publishing unreliable status to customers increases enquiries, so accurate internal data is established before it is published.