Electronic Document Distribution

Your quick reference guide
to Spindle Self Serve.

Spindle Self Serve Features

Features (Type)Your Staff (Support User)Your Staff (Admin)Your Staff (Users)Your Customers (Customer)
Analysis codes for reporting and driving processes



Specify analysis codes for individual order line items


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
Site Administration
Receive enquiry email relating to an order
Receive email notification confirming a new user has registered
Enable, modify or delete users
Real-time monitoring (GPS) of delivery progress and location***
'Sign-on-glass' signatures to replace paper delivery notes (Your staff drivers)***
Google maps route optimisation***
'Drag and drop' interface to allocate delivery drivers***
Record delivery status, such as 'Could Not Deliver' and upload related images (Your staff drivers)***
View all delivery information within Spindle Self Serve***

* Must have Spindle Document Management to use this functionality.
** Must have courier integration in place to use this functionality.
*** Must have Proof of Delivery (POD) module to use this functionality.

Compatibility

Sage 200 compatibility

  • Sage 200cloud Summer 2019
  • Sage 200cloud Spring 2019
  • 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

Proof of Delivery Module

  • Compatible with Spindle Self Serve v1.4 and above
  • Android version 4.4 (KitKat) and above supported