Every Brightpearl account comes with a free web portal, which allows your clients and customers to:
- View sale/quote/order status history and progress
- Reprint invoices
- View a financial statement
- Pay for quotes online (requires PayPal, Secure Trading or Sagepay)
- Approve quotes
- Update personal information
Activate your web portal in Setup > Helpdesk > Helpdesk settings.
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Give your customers access to their informationImpress customers with your Brightpearl online portal that allows clients to re-print invoices, make on-line payments, download a statement of account. Order collaborationAll orders are listed in your portal so customers can track their order from when the order was place right through to delivery. No more incoming calls asking "where is my order", "what's my tracking number". Improve your customer serviceManage your customer relationships in a professional way using the Brightpearl "Helpdesk". When customers have a problem or enquiry, they can raise support tickets for your customer service team to process. All information is stored on tickets, when new information is added to tickets or you change the status of an incident, automatic email/sms alerts are sent to your customer and team. Read more here. |
Setting Up
Your portal is all ready to go without you needing to change it at all, but if you want to change the colours and css then there are options at Setup > Company > Web portal. If you know your way around CSS then you can also add custom styles.
Make sure you've uploaded a logo too - this needs to be a JPEG, which will be resized to 200px wide, 120px high. You can also Upload your logo at Setup > Company > My logo.
Give a Customer Access to the Web Portal
Giving your customer access to the web portal is as easy as setting them up with a password:
- First of all activate your web portal, go to Setup > Helpdesk > Helpdesk settings.
- Search for and open your customer record.
- Select the Info tab.
- Click the Password link just below the Fax field.
Accessing the Portal
Depending on your timezone the login for your web portal will be:
- GMT: http://portal.gmt.brightpearl.com/index.php?c=accountID
- CET: http://portal.cet.brightpearl.com/index.php?c=accountID
- CST: http://portal.cst.brightpearl.com/index.php?c=accountID
- EST: http://portal.est.brightpearl.com/index.php?c=accountID
- PST: http://portal.pst.brightpearl.com/index.php?c=accountID
- MST: http://portal.mst.brightpearl.com/index.php?c=accountID
Remember to update the accountID at the end of the URL to your own accountID.
When they receive email notifications on tickets they can also use Once Click log in. In the email they will be provided with a direct link to the ticket in the web portal. They can click the link to view the ticket without having to enter their log in details, but it will only work once.
Viewing Sales in the Portal
Whilst a sale is still at the "opportunity" stage, or perhaps it's a draft quote, you don't want the client to be able to see it in the portal. You can set your sale statuses to be public to allow sales on that status to be viewed by the client.
Who sees the sale?
There are a number of email addresses on the sale. Each one of these users, as long as they are created as a contact in your Brightpearl system, can view the sale. This allows multiple staff at the client company to be party to the same up to date information.
Payments via the Portal
To allow your customers to make payments via the portal you will need to set up payment methods, such as PayPal. Once a payment has been processed by the customer in the portal it will create the accounting in Brightpearl and mark the invoice as paid where necessary.
Can I remove the "powered by Brightpearl" ?
The free portal comes with a link back to the Brightpearl website. Hey, we need more clients, which helps you too! If you want to have the web portal without any Brightpearl branding, then you'll need to upgrade to have a website hosted with us, and then you can use any of the themes, or design it to look like your existing website with standard HTML and CSS.
