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.)
You can purchase predefined portals, without the need to build your own or even to purchase a Portal Generator license, fit to essential business processes:
Internal users:
External users (Customers/Vendors):
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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Priority embeds AI capabilities into its core architecture, spanning all ERP functions, and delivering context-aware AI and automation that elevates ERP from tactical processes to strategic business orchestration. AI capabilities have been added to Priority ERP platform tools so that AI can be used throughout the Priority ERP system, in any process that the user wants, as platform tools are system-wide.
Priority's aiERP incorporates a three-pillar concept – an aiERP Assistant provides frictionless, dynamic and hyper-personalized user experience across multiple devices and interaction models; an aiERP Advisor integrates AI directly into ERP functions and provides proactive insights based on user questions and context; and an aiERP Agent provides cross-process automation and intelligent task orchestration, moving beyond single process automation.
Expanding all the time, features include the ability for users to interact with the ERP in natural language for data queries and creating business rules and automating workflows, demand forecasting, AI-assisted email writing, ADP route optimization, AI-powered descriptive analytics and more.
Manage financial transactions such as invoicing, payment processing, and financial reporting.
Automation and optimization of a variety of accounting tasks, including managing accounts payable and accounts receivable, maintaining the general ledger, and reconciling financial records. These features can help automate and streamline accounting processes, provide real-time visibility into a company's financial position, and ensure the accuracy of financial records. Manage revenue recognition effectively and gain a clear understanding of its impact on overall financial stability.
Purpose-built for the borderless nature of software and technology businesses, our multi-entity architecture enables tech companies to scale globally without the traditional operational friction. The platform seamlessly manages complex organizational structures with unified master data across subsidiaries, development centers, and international offices while automatically handling multi-currency transactions, country-specific tax requirements, and compliance regulations. With real-time consolidation that eliminates manual reconciliation between entities, technology executives gain an immediate holistic view of global operations, allowing for strategic resource deployment and faster market expansion—all while maintaining the agility that software-driven businesses demand.
Payments can be made directly from a portal screen using Priority Payments.
An AI-powered, natural language search can be conducted, from any portal screen.
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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