Customer Online Order Portal

Empower your customers with a unified self-service platform to manage orders, invoices, statements, and reports — integrated with PeppyBooks Accounting & Inventory Software.

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Choosing Customer Online Order Portal For Your Business

PeppyBooks Customer Online Order Portal allows B2B and retail clients to place, track, and manage orders anytime. Customers can download invoices, view payment history, check outstanding balances, and even raise support tickets directly from their dashboard.

Customer Portal Feature Highlights

Online Order Placement

Place and manage orders online with automated approvals and confirmations.

Outstanding Balance & Payments

Check outstanding invoices, due dates, and make instant payments.

Account Statements & Invoices

Download statements, invoices, and receipts in PDF or Excel format.

Email Notifications

Automated order updates, payment reminders, and dispatch alerts.

Live Order Tracking

Track every order’s progress from creation to delivery in real time.

Customer Support & Tickets

Raise support tickets and communicate with your service team seamlessly.

Product Catalog & Stock

Browse live inventory, stock status, and pricing instantly.

Multi-Currency & Tax Ready

Supports local and international tax structures and currencies.

Reports & Insights

View sales reports, performance metrics, and growth insights.

Notifications Center

Get instant alerts for order confirmations, approvals, and updates.

Order Scheduling & Reorders

Schedule recurring orders or set reorders for popular items.

Secure Login & Access Control

Two-factor authentication and user role-based access security.

Credit Notes & Returns

Manage product returns and issue credit notes efficiently.

Customer Analytics Dashboard

Visualize customer trends, order frequency, and top products.

Frequently Asked Questions

Can customers download invoices and account statements?

Yes, customers can download invoices, receipts, and full account statements anytime from their portal.

Does it show real-time outstanding balances?

Absolutely. The portal updates balances instantly with each payment or adjustment made.

Can this portal be customized for my business?

Yes — you can add branding, custom fields, and regional settings to fit your business needs.

Is this available for mobile devices?

Yes. The PeppyBooks Customer Online Order Portal is mobile-friendly and works seamlessly on all devices.

How often does the portal sync with PeppyBooks inventory and accounting?

Sync frequency can be configured: real-time sync for critical operations or scheduled batches (for example every 5–15 minutes) depending on your system settings.

Can I integrate the portal with third-party ERP or CRM systems?

Yes. PeppyBooks offers APIs and connectors to integrate with popular ERP and CRM systems. We can also provide custom integrations upon request.

Is there an API for programmatic order creation?

Yes. Developers can use PeppyBooks API to create orders, fetch invoices, and automate workflows. API keys and documentation are available in your developer portal.

How secure is customer data?

Security is a priority. The portal supports HTTPS, role-based access control, two-factor authentication, and follows best practices for data encryption and secure storage.

Can customers upload purchase orders or bulk order files?

Yes — the portal supports CSV/Excel bulk order uploads and purchase order attachments for fast large-quantity ordering.

How are returns and credit notes handled?

Customers can request returns from their order history. Once approved, credit notes are issued automatically and reflected in account statements.

What support channels are available?

We provide email, chat, and ticketing support. For enterprise customers, dedicated account managers and SLAs are available.

Is there a free trial or demo available?

Yes. You can request a demo or start a free trial from the portal landing page. Enterprise demos with walkthroughs are also available upon request.

Can I restrict portal access to specific customers or user roles?

Yes — the portal supports granular access controls. You can enable portal access per customer and configure role-based permissions for sub-users.

Does the portal support taxes and compliance for multiple countries?

Yes. The system supports multi-jurisdiction tax rules and can be configured for local VAT/GST requirements and invoicing formats.