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.

Responsive Ecommerce Website Image

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.

Dockerills Field Sales

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.


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 Portal People Logo
Cloud Based Software As A Service (SAAS) tick
Integration to Datafile Business and Accounting Software tick
B2B eCommerce tick
B2E Facilities Including Reporting and Quotes tick
Customer Specific Pricing tick
Stock Levels tick
Comprehensive Delivery Price Matrix tick
Multi Company / Multi Site Capable tick
Multi Language Supported tick
B2C eCommerce tick
Google Shopping Feed Supported tick
SEO Capabilities Inc Schema Markup by Default tick
Managed Migrations From Other Systems tick
Customizable Layouts and Order Flow tick
Integrates With Popular 3rd Party Software tick
*API's for 3rd Party Integrations tick
*3rd Party integration subject to specification.

Portal People Integrate With

Datafile Logo
Mailchimp Logo
Opayo Logo
WordPress Logo
Worldpay Logo
Microsoft Dynamics Logo
Datafile Doftware Solutions Logo
Netsuite Logo
Magento Logo
Twilio Sendgrid Logo
Brevo Logo
Office 365 Logo
Global Payments Logo
Solarwinds Logo
Paypal logo
Microsoft Azure Logo
Concardis Logo
Connectwise Logo
Ecwid Logo

Plus a growing library of additional integrations

Get In Touch With Matt and the Team

01323 385391