Here are some Portal use cases:
- B2B Customer Sales Portal
- Customer Finance Portal
- Vendor Portal
- Service & Scheduling Portal
- Sub Contractors Portal
- Company Users Portal
- Surveys (customer surveys, vendor grading, customer feedback, etc.)
Open, view and updated purchase demands.
Open and track service calls
View Sales orders and invoices, view account details and general ledger, view and print receipts, Shipments, contacts maintenance
View purchase orders and invoices, update Due Dates, view and update account details, invoice Submission, view list of Payments
The Portal Generator allows you to easily make a webpage for any business process in Priority, with no code and with no hassle. The Portal Generator is the perfect way to build your website and allow your user, customer and vendor contacts to easily check their account information, open invoices or sales orders, open service tickets, and more.
Here are some Portal use cases:
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Do I need technical or programming skills to use the Portal Generator?
No, any User/Priority implementer with basic Priority knowledge can build a portal
Can I customize the portals I create?
Absolutely. Portals can be easily customized, including to reflect the brand of the user. Customizations can be done by any user who is familiar with Priority.
Is it possible to integrate the portals with other systems or tools?
The portal is an alternative UI reflection of Priority so any integration would be done on the Priority side and the portal will reflect it. Additional external web pages can be added as menu items in the portal.
Can I create mobile-responsive portals with the Portal Generator?
The portal is fully responsive, any portal page will work seamlessly on all mobile and tablet devices.
How secure are the portals created with the Portal Generator?
The portal generator establishes a direct connection to Priority's p.connect system, which leverages AWS security measures.
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