Datafile Cloud Portal & E-Business.
Effortlessly manage online orders and accounts for both retail and sales ledger customers with full support for customer-specific pricing through the Datafile price bands and price matrix. Stock levels linked to online products and efficient account management, including features like copy invoices, statements, and online payments. Seamlessly integrated with your Datafile Business Software.
Key Benefits
Improved Customer Experience and Engagement
Provide your customers with an online self service account, with real-time product availability, customer specifc pricing via the Datafile price bands and price matrix, order creation and tracking, account enquiry and invoice payment to enhance their experience with your company.
Real-time Data Synchronization:
A robust integration solution that synchronizes data between Datafile Software and the E-Business Portal in real-time.
Streamlined Order Processing
Automate sales order creation, payment processing, and inventory updates to reduce manual intervention and order processing times.
Enhanced Stock Management
Stock synchronization to maintain accurate stock levels, reducing the risk of overstocking or understocking.
Data Accuracy
Data across both systems remains consistent and up-to-date, reducing errors and discrepancies.
Cost Reduction
Decreases operational costs by minimizing manual data entry, order errors, and order fulfilment inefficiencies.
Enhanced Customer Loyalty
Improved order accuracy and transparency will lead to higher customer satisfaction and repeat business.
Operational Efficiency
Automation of manual processes will result in reduced labour costs and increased productivity.
Datafile Features Supported
- Datafile Sales Ledger Account Information
- Datafile Price Bands
- Datafile Discount Matrix and Customer Special Pricing
- Copy Invoices
- Statement Printing
- Payment Of Invoices Online
- Stock Enquiries
- Group Account Support With Order Approvals
- Sales Order History For Web Orders & Orders Placed In Datafile SOP
- Datafile SQL Replicator
- Datafile CSV Import and Export
- *Other Datafile Customs & Modules On Request
Powered By The Portal People
Portal People Portals are complete systems for handling Business-to-Business / Business-to-Employee (B2B / B2E) and Business-to-Consumer (B2C) orders and shopping carts.
Our portals are cloud-based eCommerce solutions, which means they’re fully taken care of as part of your subscription. No more dealing with plugin updates or worrying about system compatibility due to author changes.
Portal People Portals provide a versatile platform for creating fantastic online experiences.
When our online software is paired with Datafile Software (ERP), it creates a seamless flow for customer account information and history, orders, quotes, payments, CRM activities, and online reporting. This streamlines processes, saves time, enhances engagement, maintains data accuracy, and simplifies the entire order-to-fulfillment-to-accounting journey.
Portal Modules
Customer Accounts
We synchronize customer account information directly from Datafile, including details such as company information, invoice history, on-stop status, current balance, outstanding invoices, statements, and order history.
Stock
We provide comprehensive stock information, including pricing (including the 1-9 pricing tiers), available stock quantities, supplementary documents and images, as well as cross-sell and upsell options at the product level.
Pricing Management
Our pricing solutions, mirroring Datafile’s Price Matrix, cater to both B2B and B2C customers. Customize price bands by account or group, with options like fixed, percentage, or specific price bands with quantity breakpoints.
Catalogue Management
We offer various product types, including simple, grouped, configurable, and digital products. Our content management system also supports extended information and bulk update options.
Sales Order Processing (Customers)
Customers view their personalized pricing based on their Datafile price number or the Discount Matrix in their account. Orders placed seamlessly integrate with Datafile Sales Order Processing.
Sales Order Processing (Employees)
Sales reps on the go can use customer-specific pricing from Datafile for seamless order and quote creation, all integrated with Datafile Sales Order Processing.
Delivery Management and Tracking
Our delivery matrix lets you manage pricing and delivery charges based on factors like postcode, weight, volume, and product groups, including increments.
Advanced Search Features
Enhanced site search and reporting allow you to add search terms to products, making them discoverable based on what your customers are typing.
Output Manager
Effortlessly export documents and reports to PDF or Excel, including emails and system-generated list views.
GDPR Features
Customer account communication dashboard allows toggling of preferences for email, phone, SMS, etc.
Content Management System
Full content management suite for custom pages with short code functionality for both web pages and email content.
Marketing Features
Our platform integrates with third-party marketing solutions like Brevo, leveraging their tools for transactional and inspirational emails, as well as marketing campaigns.
| FEATURES |  |
|---|---|
| Cloud Based Software As A Service (SAAS) |  |
| Integration to Datafile Business and Accounting Software | |
| B2B eCommerce | |
| B2E Facilities Including Reporting and Quotes | |
| Customer Specific Pricing | |
| Stock Levels | |
| Comprehensive Delivery Price Matrix | |
| Multi Company / Multi Site Capable | |
| Multi Language Supported | |
| B2C eCommerce | |
| Google Shopping Feed Supported | |
| SEO Capabilities Inc Schema Markup by Default | |
| Managed Migrations From Other Systems | |
| Customizable Layouts and Order Flow | |
| Integrates With Popular 3rd Party Software | |
| *API's for 3rd Party Integrations | |
| *3rd Party integration subject to specification. | |
Portal People Integrate With
