ERP Customer Self-Service Portal
An ERP customer portal lets your customers check order status, download invoices and statements, see live stock and reorder — 24/7, without phoning your sales team — by surfacing data your ERP already holds through a secure, branded web app. Sysgraft builds it over Dynamics 365 Business Central, Sage 200, OrderWise, Kerridge K8 and 14 more, via the ERP REST API. No replacement.
Your sales desk is a switchboard for questions the ERP can already answer
In UK manufacturing and distribution, the sales team spends a large share of the day answering the same calls: where is my order, what is my balance, do you have this in stock, can you resend that invoice. Every one of those answers already exists in the ERP — it is just locked behind screens only your staff can reach. Customers who cannot self-serve at 9pm go quiet, or go to a competitor with a portal.
How the layer solves itA branded portal that surfaces exactly what each customer needs
- Live order status and carrier tracking, self-served 24/7
- Invoice and statement download with no phone call or email chase
- Live stock and account-specific pricing, personalised per customer
- Reordering and new orders where your ERP API supports validated write-back
- Branded to your business — not a generic third-party storefront
- Single sign-on options and secure, account-scoped data access
Discovery sprint, fixed-price build, monthly subscription
On-site observation and a live API audit
We embed in your operation, watch how the work really gets done, authenticate against your ERP, and map every endpoint we will need. You leave with a fixed-price build proposal and the confidence the API can support it.
Production-grade delivery against a defined scope
Weekly check-ins, no scope creep, 50% on signature and 50% on go-live. Built in React, Next.js and TypeScript, deployed to UK infrastructure.
We stay invested in the outcome
Hosting, security patching, ERP API monitoring and feature evolution on a cancellable monthly subscription. You own the code from go-live.
Customer portal FAQ
What is an ERP customer portal?
An ERP customer portal is a secure, branded web app that lets your customers check order status, download invoices and statements, view live stock and reorder 24/7 — by surfacing data your ERP already holds, without anyone phoning your sales team. Sysgraft builds one over your existing ERP via its REST API, with no replacement.
How does a customer portal reduce inbound calls?
Most inbound calls to a distributor's sales desk ask for information the ERP already knows: where is my order, what is my balance, is this item in stock, can I have a copy invoice. A self-service portal answers all of those instantly, around the clock, so your team handles fewer interruptions and more selling.
Is customer data kept secure and account-scoped?
Yes. Each customer only ever sees their own data. Access is scoped per account at the API layer, hosted on UK infrastructure (AWS eu-west-2 or Azure UK South), with a data processing agreement included and a design that aligns to NCSC Cyber Essentials.
Can customers place orders, or just view?
Both are possible. Where your ERP API supports validated write-back, the portal can take reorders and new orders with your pricing and credit rules applied. The discovery sprint confirms exactly what your ERP API allows before any build price is issued.
How long does a customer portal take to build?
After the 3 to 5 day discovery sprint, a standard customer portal typically takes 8 to 14 weeks depending on the number of features and the depth of ERP write-back required.