In interaction with Octoflex ERP your customer orders are directly loaded from the customer portal into your production and automatically transferred to your CAM solutions.
This means that your entire manual design and order processing is no longer necessary for components ordered via the customer portal.
In order for your customers to be able to use your customer portal, a prior registration is necessary. For this reason, you have the possibility of activating your customers for use in the Customer Portal via the master data record stored in the ERP system.
As the operator of the customer portal, you can also determine which costing values and markups the respective portal customer uses to calculate his components.
Your portal customers can independently manage user accounts and an authorisation structure.
After login, with extensive user rights, the user is shown the following selection:
With this menu item the user can access the management of the company’s laser parts. By creating a new laser part, the important properties of the part can be recorded. A calculation is possible in two ways:
After the component has been entered, it can be viewed, changed, copied, deleted or added to the shopping basket at any time.
Captured and calculated components are available to the user in the online portal until these components are active and deleted. Using this function, the customer can use the portal for his own quotation and order the parts at any time and at a later date. This eliminates the need to re-enter and cost the parts again.
The portal customer can view a complete history of the executed orders via this menu item. The orders are grouped as follows:
The list view shows the main characteristics of the documents: Order number, desired delivery date, current status, commission, buyer and the order amount.
The import interface of the Octoflex customer portal is especially designed for the mass registration of laser parts.
The user can upload Excel or csv files with the desired article master data and with a reference to the CAD drawing via the interface of the online portal. The imported articles are calculated in real time by the Octoflex customer portal on the basis of the supplied drawings and transferred to the user’s own component library at the push of a button. Data records with e.g. faulty drawings or missing material are displayed to the user for manual post-processing.