Module guide
Customer Portal
Customers see only records associated with their approved customer account. A new login alone is insufficient: review the customer registration and link the verified account before enabling commercial document access.
How this module fits your work
Customers see only records associated with their approved customer account. A new login alone is insufficient: review the customer registration and link the verified account before enabling commercial document access.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Quick Links
- Customer PortalService view · Quick Links
Portal Pages
- Customer console entryPortal route · Portal Pages
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.