Essi Web Portals for Acctivate
THE ULTIMATE CUSTOMER ONLINE SOLUTION
Mobile friendly responsive design
Designed to work flawlessly on desktop browsers, tablets, or phones. The portal theme is customizable to maintain your brand.
User Friendly
Intuitive to your customers, the dashboard gives them the functionality they need with a very clean and user friendly interface.
Connectivity
Integrate your data using our secure APIs. Data is cached in the cloud and then record details are fetched real-time for the perfect balance of accurate data and superior performance and uptime.
There have been so many benefits to the portal and Acctivate. The two most important being order accuracy and time savings!! Our customers can see what is in stock, current pricing, case pricing and even photo’s of products. With the direct import into Acctivate it’s synced directly to the warehouse for processing. The warehouse scan’s bar codes and lot numbers. The time savings for our customers as well as in house has been better than expected. We can announce specials on the dash board as well as important communication with our dealers. The team at Excel have been momentous to work with!! They continue to make improvements and work with us to solve any new ideas we have to further improve this process. It’s been fun to watch Excel grow with us.
Yvette - Moxie Java
HIGHLIGHTS
CONFIGURABLE STYING
Complement your brand with one of our color schemes or create your own. Upload your own logos and landing page background image.
PLACE ORDER
Easily place order for simple products. Add multiple items to order from any sales category or search for products. Customer specific pricing is applied using default price code and contract prices.
CONTACT PAGE
Contact page offers user-definable topics with and custom input fields unique to each topic. Contact submissions can integrate with Acctivate Business Activities or be forwarded to your email address.
INVOICES
Open invoice page lists all unpaid invoices and allows customer to pay online. View or print invoice details by clicking on invoice number from invoice or order list.
DASHBOARD
Dashboard includes account details, top open orders, recent shipments including tracking link, and customizable welcome messages (both global and customer specific)
ORDERS PAGE
Open order list with user-definable statuses, searchable/filterable order history list, and view/print order details.