Electronic Document Distribution

Your quick reference guide
to Spindle Self Serve.

Spindle Self Serve Features

Features (Type)Your Staff
(Support User)
Your Staff
(Administrators)
Your Staff
(Users)
Your Customers
(Customer)
View a dashboard providing top-level account overview
View Order history with drill-down to line level
Hyperlink to courier service for consignment tracking**
View history of Invoices and Credits
Download PDF copies of Invoices and Credit Notes, Statements and Remittances*
View history of Statements
Download PDF copies of Statements*
Place orders
View Stock
See carousel of pop-up promotions at sign on
Option to view all Sage Sales Ledger Accounts
Option to view multiple/assigned Accounts
View Customer sign-in history
Browse stock items and edit photos/dimensions
Import and manage pop-up graphics
Assign specific pop-up graphics to specific accounts
>td >✓
Site Administration
Receive enquiry email relating to an order
Receive email notification confirming a new user has registered
Enable, modify or delete users

* Must have Spindle Document Management to use this functionality.
** Must have courier integration in place to use this functionality.

Compatibility

Sage 200 compatibility

  • Sage 200cloud Winter 2018
  • Sage 200cloud Summer 2018
  • Sage 200cloud Spring 2018
  • Sage 200cloud Winter 2017
  • Sage 200 2016 Extra On-premise
  • Sage 200 2015 Extra On-premise
  • Sage 200 2013 R2 Extra On-premise
  • Sage 200 2011

Requirements

Server requirements

  • Minimum 200 MB free disk space
  • SQL Server 2008 R2 or above
  • Microsoft Internet Information Services (IIS) v7 or above
  • Windows Server 2008 R2 or above

Client requirements

  • Minimum 1024 x 768 screen resolution
  • Chrome; Internet Explorer 11 or above; Safari 11 or above

Configuration requirements

  • SMTP server details
  • SSL Certificate when publishing Spindle Self Serve as an external website

Optional requirements

Spindle Document Management

Configured archives;

  • Sales Invoices
  • Sales Credit Notes
  • Sales Statements

Order Module / Stock Module Requirements

Requires Sage Commercials Module

  • Order numbers must be set to automatically generate
  • A Remote User role is required in Sage 200