Self-service your customers will love
Orders, proposals, invoices, payments, and shipment tracking — on a branded portal synced with your ERP in real time. Less email. More revenue. Faster collections.
Dashboard · synced with ERP
70%
Fewer “where is my order” emails
3x
Faster invoice payment
+18%
Increase in reorder frequency
24/7
Self-service access for buyers
Buyers help themselves
Orders, pay, and track without waiting on your inbox.
Always accurate pricing
Catalog and contracts sync from your ERP in real time.
Cash in faster
Online pay posts to finance the moment it clears.
The buyer journey, end to end
One continuous path from sign-in to documents.
Email back-and-forth
Branded portal
- 24/7 self-service
- Live ERP sync
- Faster cash collection
What your customers see and do
Every portal feature replaces an email, a phone call, or a spreadsheet.
Feature 01
Order Management
- Browse catalogue with live pricing and stock availability
- Place new orders or reorder from order history with one click
- Track order status: Confirmed → Packed → Shipped → Delivered
- View delivery ETAs and shipment references
Why it matters
Every feature on the portal replaces an email, a phone call, or a spreadsheet your team currently maintains. Self-service isn’t just convenient for buyers — it frees your team to sell instead of support.
What syncs, and when
Buyers and your team look at the same live data. Price, stock, orders, and payments update the moment they change in Upbooks — not in an overnight batch.
Same database · syncing product catalogue & pricing
| Data | Sync behaviour | Status |
|---|---|---|
Product catalogue & pricing | Real-time — price list changes appear instantly | Real-time |
Stock availability | Real-time — buyer sees current AVL per item | Real-time |
Order status | Real-time — ERP status updates flow to portal | Real-time |
Invoice & payment status | Real-time — payment posts to ledger and portal simultaneously | Real-time |
Proposals | On creation — sales team sends, buyer reviews | On creation |
Wallet & membership | Real-time — balance and tier update on transaction | Real-time |
Why it matters
“Real-time sync” is marketing speak until you know exactly what updates and when. In Upbooks, the portal and your ERP share one database — there’s no batch sync, no delay, and no stale pricing for buyers.
Order #4421
Fasteners kit · in transit
Portal engagement
+18% active buyers this quarter
Tracking that feels personal
Shipment status, ETAs, and documents—visible the moment your ERP updates.
- Live order and shipment status
- Contract pricing applied automatically
- Payments post to finance instantly
Your brand, your rules
Your Brand Portal
portal.yourbrand.com
Brand colors
Your brand
Custom logo, colors, and domain — buyers feel they’re on your site
Role-based access
Set what each buyer can see and do (view-only, order, pay, approve)
Multi-currency
Show amounts in the buyer’s preferred currency
Mobile-responsive
Full portal experience on phone, tablet, and desktop
Secure login
Per-user credentials — no shared passwords
Business benefits
Why choose Upbooks Customer Portal?
Branded buyer experience
Your logo, colors, and domain—customers feel they are on your site.
24/7 self-service
Reorder, pay invoices, and download documents any time.
Live ERP synchronization
Stock, pricing, and order status match what your team sees.
Faster cash collection
Fewer payment links over email; buyers pay in the portal.
Lower support volume
“Where is my order?” drops when status is always visible.
Mobile-ready for field buyers
Full experience on phone, tablet, and desktop.
Document hub
Orders, invoices, and proposals in one secure place.
Role-based access
Set view-only, order, pay, or approve permissions per buyer user — each person sees only what they need.
Multi-currency display
Show invoices and catalogues in the buyer’s preferred currency while your ledger stays in base.
Who should use Customer Portal?
Wholesale & trading
B2B buyers reorder, check stock, and pay on their schedule
Manufacturing
Distributors track orders, delivery, and account balances
Services & agencies
Clients review proposals, approve scope, and pay invoices
Retail & ecommerce
Loyal customers manage orders, returns, and wallet credits
Logistics & distribution
Customers track shipments and download delivery docs
Delight customers, lighten your team
Portal loads history, applies price list, and creates draft order for approval.
Customers serve themselves; sales spends time on growth.
Connected to your entire operation
Ready to launch your customer portal?
Give buyers a modern self-service experience tied to live ERP data.
Pricing Plans for Customer Portal
Customer Portal is included on Growth and Enterprise. Compare plans below — or talk to us if you need multi-brand portals, custom domains, or advanced buyer roles.
*Prices are exclusive of GST
Growth
For enterprises
/ Month (Billed annually)
Billed yearly- ✓Everything in Startup
- ✓Unlimited Clients & Vendors
- ✓Unlimited Leads & Enquiries
- ✓20 HR & Payroll Suite
- ✓Unlimited Employees
- ✓Deals & Contracts
- ✓Employee Spends & Reimbursements
- ✓10 API Key Included
- ✓Email Rules & Tracking
- ✓Unlimited Branches
- ✓Unlimited Warehouses
- ✓30 Backups per Month
- ✓Invite upto 5 Teammates
- ✓Expense Tracking App
- ✓7 GB Storage Included
- ✓Employee Connect App
- ✓Notekeepr By Upbooks™
- ✓Custom Domain
Enterprise
For large organizations
Talk to our team for a tailored plan
- ✓comes with all features of Growth plan
- ✓Custom integrations
- ✓Dedicated account manager
- ✓Priority support & SLA
- ✓Advanced security & compliance