24/7 Online Portal for Sage 200

Spindle Self Serve integrates with Sage 200 to deliver real-time financial and accounting information to your staff and customers. It’s an easy-to- use, online customer 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.

Self-service portal for all

  • Accounts Receivable
  • Sales

  • Customer Service
  • Marketing

  • Your Customers
Accounts

Accounts Receivable

Reduce copy invoice requests

Reduce copy invoice requests

Copies of invoices are requested for around 5% of all invoices issued. As it takes around 15 minutes to locate and email documents, a lot of admin time is wasted. In 90% of cases, this task can be eliminated by customers accessing their documents on your customer portal.

Sales

Sales

Stay connected with customers

Stay connected with customers

It can be challenge to stay connected when working away from the office. Provides remote access to internal staff to view their customers’ account information and prepare for meetings by checking order histories, overdue balances and such like.

Customer Service

Customer service

Extend access to non-Sage users

Extend access to non-Sage users

You’re unlikely to be purchasing a Sage licence for non-essential users. Low-cost access to customer account information via Spindle Self Serve can significantly improve efficiency and ensure a quicker response to customer queries.

Marketing

Marketing

In-system promotional tool

In-system promotional tool

Provides another way to promote special offers to your customer base using in-system pop-up messages. Different customer types can be targeted with a particular offer and more than one promotion can be run at a time.

Your Customers

Your customers

Help themselves at any time

Help themselves at any time

With self-service access to their account, customers can help themselves to the information they need. From document copies, invoice and credit history to order histories and overdue balances, using the online portal saves time for your customers in placing a call or sending an email.

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Benefits to your company

  • Staff can view customer accounts without the need to access Sage 200
  • Remote access to view account information whilst away from the office
  • Real-time financial and accounting information
  • Reduce time spent on customer admin queries
  • Promote your business with in-system pop-up messages**
  • Staff can view current stock availability and place orders**

Benefits for your customers

  • 24/7 online access to view their own account
  • Customer dashboard with account overview
  • View sales order status and invoice history
  • Re–print or download PDF invoices and statement’s on demand*
  • Customers can view available stock and place orders online at any time**
  • Browser-based access across all devices
*Spindle Document Management licences required
**Available as additional modules.

Download brochure

Spindle Self Serve integrates with Sage 200

24/7 online portal

  1. Select to view Dashboard, Orders or Invoices.
  2. Customers only have access to their own online account.
  3. See Account Terms, Balance and Credit Limit.
  4. See Invoice & Credit History
  5. Download original PDF’s
    (requires Spindle Document Management)
  6. Monthly turnover view
  7. See Order and return detail
  8. Click on Order or Invoice to drill down to view detail

Spindle Self Serve features include...

  • Batch document delivery

    Clean & simple dashboard

    Your customers can see a complete overview of their account including an account summary, recent orders, invoices and credit history.

  • Branded documents

    Your company, Your portal

    Customise with your company branding, using your logo and colour schemes, to assure your customers they are in the right place.

  • Documents

    View and download documents

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

  • View Order History

    View order history

    See all past orders on the history tab, includes a live order status to indicate if the order is despatched, in progress or on hold.

  • Internal Users

    Internal users

    Purchase additional licences for internal staff to access all customer accounts and documents without the need to access Sage 200.

  • Unlimited Users

    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.

  • Promotions

    Promotions

    Advertise multiple sales promotions to various types of customers. Change the message seasonally and only make visible to certain customers or users.

  • Online ordering

    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.

    Read more

  • External Stock Module

    External Stock View

    Customers (external users) can check stock and prices before placing an order.

    Read more

  • Internal Stock Module

    Internal Stock View

    Your staff (Internal users) can check stock levels without the need to use Sage.

    Read more

See Spindle Self Serve in Action

Book a demo

How Spindle Self Serve has helped others

Dynamic Office Seating Solutions It has reduced the time spent on the telephone by our customer service team.
DKL Marketing Our customers have found it easy to navigate and very quick to find the status of an order.
Mann+Hummel Our customers can now see live stock availability and place orders without needing to contact us.

Document delivery & process automation

Document Distribution

Advanced
credit control

Credit Hound

Document scanning, importing and archiving

Spindle Document Capture