Internal Users

Internal Users

Spindle Self Serve allows you to extend access to Sage 200 data to colleagues beyond the Accounts Department. As a cost-effective solution for non Sage users, Spindle Self Serve provides remote access to Sage 200 data through an easy to use and fast to deploy online portal.

Spindle Self Serve Dashboard

Save time by giving all colleagues access to Sage data

  • Allow Account Managers to access their customer accounts on a web based portal
  • Dashboard view of previous orders, invoices, credits and order status for each of their customers
  • Highlight overdue invoices with the ability to download related documents
  • View customer orders and return history with status updates
  • Create orders and quotes for customers that are instantly submitted into Sage as live or ‘on hold’ transactions
  • Check stock status across multiple warehouses and view quantity, purchase orders due and allocated sales per stock item