Customer Portal
A Custom Customer Portal, Connected to Your ERP
Every operation is different, so we don't sell a single template: we design the portal around what your customers actually need to see, orders, inventory, shipments, account statements, or documents, connected to SAP Business One or your current ERP, under your own domain and brand.
- Your own domain
- SAP Business One or any ERP
- Multi-company
- Multi-language
One portal, as many modules as your operation needs
ORDERSINVENTORYSHIPMENTSACCOUNT STATEMENTThe real problem
Your team answers "where's my order?" several times a day.
Your customer calls to check on an order
Without their own visibility, every order update, shipment, or outstanding balance gets resolved by phone or email with sales, or with credit and collections.
Account statements built by hand
Invoices, past-due balances, and aging are put together manually for each customer, instead of being available in real time.
Scattered documents
Invoices, quality certificates, and delivery notes get sent separately, disconnected from the order they belong to.
One portal, as many versions as operations
Every Customer Portal is built around your business.
Two examples, among many possible ones, of how the same portal looks across different industries, with exactly the modules each operation needs.
PRODUCTION · QUALITY · LOGISTICS
Order tracking, finished-goods inventory, and per-lot certificates
The customer sees their open purchase orders, available inventory by material type, shipment history, and downloads the quality certificate for each lot, without calling sales.ORDERS · DELIVERY NOTES · INVOICES
Delivery notes, orders, and invoices in one place
Customers check their orders and delivery notes, download invoices, and review their balance by aging period.How it works
From sign-in to a resolved question, in a single portal.
Each role plays its part, and the information always travels from your ERP.
Sign-in under your own brand
The customer signs into the portal under your own domain, with their user account, and, if your sales team needs it, a customer selector to view any account they handle.
Their information, without calling sales
They check open orders, available inventory, shipments, and balance, updated from your ERP.
Documents linked to the order
They download invoices, delivery notes, and quality certificates from the corresponding record.
Reports with their own data
They export to Excel or generate a PDF account statement, filtered by date, company, or customer.
Your team manages it from one panel
Sales, credit, and collections follow up, configure access, and publish information from their own admin panel.
Benefits
Real self-service for your customer, without losing control.
The modules your operation needs, connected to your ERP and published under your own brand.
Real self-service for your customer
Orders, inventory, shipments, and account statements available at all times, without calling sales or collections.
Without replacing your ERP
A connector syncs and publishes only the customer's public information; SAP Business One or your current system stays the source of truth.
Your own identity and domain
The portal is published under your own company's domain and brand.
Hosting, your choice
On your own servers, or on infrastructure rented and managed by Tangente.
Modules built around your operation
Orders, inventory, shipments, invoicing, certificates, or a complaint box: only what your customers actually need gets enabled.
Internal sales view
Your sales team can check the information of any customer they handle, from the same portal.
A connector, not a replacement
Your ERP stays yours. We build the bridge.
Tangente builds the connector that syncs and publishes only the information you choose to share with your customers (orders, inventory, shipments, balances), without exposing your core system. Your ERP stays the source of truth; the portal only reflects it.
PORTALSAP B1 / ERP
Why not keep doing it by hand?
What it costs to handle every customer one by one.
Building account statements, searching for delivery notes, and answering order-status questions scales poorly as your customer base grows.
| Feature | Manual process | Tangente Customer Portal |
|---|---|---|
| Checking orders and shipments | Call or email to sales | Always-on self-service |
| Account statement and aging balances | Built manually per customer | Available in real time |
| Invoices, delivery notes, and certificates | Sent separately | Linked to the order, downloadable |
| Reports and exports | Prepared upon request | Excel and PDF on demand |
| Internal sales view | A different report per salesperson | Customer selector in the same panel |
| Portal identity | Generic domain and brand | Your own domain and brand |
Implementation
First your operation.
Then the technology.
Scope is defined around what your customer needs to see, before connecting the portal to your ERP.
- 01
Diagnosis
We review what order, inventory, shipment, and invoicing data exists today in your ERP, and what your customer should see.
- 02
Configuration
We define the modules that apply to your operation, internal roles, and the document and report catalog.
- 03
Integration
We connect the portal to SAP Business One or your current system to bring in real data, with no duplicate manual entry.
- 04
Go-live
We publish the portal under your domain, onboard the first customers, and support adoption.
Frequently asked questions
Before scheduling a demo.
Is the Customer Portal the same for every business?+
No. It's built around your operation: a manufacturing company may need order tracking, inventory, and quality certificates; a distributor may need delivery notes, invoicing, and account statements. Modules are enabled based on what your customers need to access.
Does it replace our SAP Business One or current ERP?+
No. Your ERP stays the same and remains the source of truth. Tangente builds the connector that syncs and publishes only the information you choose to share with your customers, without exposing your core system.
Can we use it with our own domain and brand?+
Yes. The portal is published under your own domain and corporate identity.
Can our sales team view any customer's information?+
Yes. A salesperson-and-customer selector can be included, so your commercial team can check any account they handle from the same portal.
Where is the information hosted?+
Wherever your company decides: on your own servers, or on infrastructure rented and managed by Tangente.
Let's talk about your operation
How many times a week does your team answer "where's my order?"
Tell us what information your customers need to access and which ERP you currently use.