Customer self-service using the Business Portal

Business-to-business (B2B) customers can use the Business Portal to browse product catalogs, create product orders, create and view order cases, manage invoice and invoice cases, and request for quotes.

Creating orders using the Business Portal

The Business Portal uses the product catalog to let customers browse and configure products. Customers can also build orders and submit them for fulfillment.

Creating and viewing order cases

Customers can create and view order cases for orders or order line items using the Business Portal.

Creating requests for quotes (RFQs)

Customers can request for quotes for products or services they're interested in via the Business Portal. They can specify budget and pricing preferences, and submit quote requests without engaging a sales agent. Simplify the RFQ life cycle from submission and internal review to quote generation and customer acceptance, ensuring faster turnaround times and improved transparency.

Managing invoices and invoice cases

From the Business Portal, customers can view their invoices and invoice line details, including quantities, billing and shipping locations, and product information. If they notice a discrepancy such as a quantity mismatch, incorrect part number, or wrong billing or shipping location, they can submit a dispute using the self-service playbook, which guides them through the process step by step. They can dispute multiple line items on a single invoice, or raise issues across multiple invoices at once. For more information, see:

Related topics

Configuring the Business Portal

Customer self-service for Sales Customer Relationship Management