Customers and suppliers work on your records
The business partner portal gives your customers and suppliers their own view of the business they do with you. It runs on Atrium, Predictiv’s web and mobile surface, so everything they see is live from the ERP. They need no training, and your staff stop answering the same questions by phone and email.
For customers
Customers sign in and see their orders, their deliveries and their statement. They can:
- place an order in the portal or over WhatsApp
- see it priced from their own contract price list
- amend or cancel an order before it is delivered
- follow each delivery
- raise a query against a particular invoice, delivery or statement line
Every order is priced and credit-checked before it exists. If the customer is over their limit, the order is blocked at the point of order, not discovered by a clerk after it has been picked.
Ordering on WhatsApp
Many customers already order by WhatsApp message. Today, someone reads those messages and retypes them into the ERP, and mistakes are made along the way. With Predictiv, the customer places the order directly in the WhatsApp conversation. The customer chooses products in the chat, the order is priced from their contract list and credit-checked, and Predictiv creates a sales order in the ERP. It is the same order, at the same price, with the same check, as one placed in the portal.
Customers stop ordering by telephone. You receive orders as correct ERP documents, ready to plan, pick and deliver.
For suppliers
Suppliers sign in and see their purchase orders, the receipts you have recorded against them, their invoices and your payments. They can see what has been received and what is due without calling your accounts team.
Suppliers also upload their compliance documents, such as a tax clearance certificate or a bank confirmation letter. AI extracts the details from each document when it is uploaded. A person in your team reviews the result, and when they approve it, Predictiv creates the supplier’s vetting record in the ERP. Paperwork is processed when it is uploaded instead of being left in a mailbox, and a person still makes the decision.
One ordering service behind every channel
The portal and the conversational channels do not have their own ordering logic. They all call the one ordering service in the ERP. Pricing, credit checking and order creation happen once, in one place, whichever channel the customer used. When you change a price list or a credit rule, Predictiv applies it to every channel immediately, and there is nothing to keep in step.
Isolation enforced below the screen
A customer sees only their own account. A supplier sees only their own purchase orders and payments. This isolation is enforced by the ERP below the screen, not by hiding rows on a page. The same rule holds in the portal, on WhatsApp and in the Predictiv Assistant. The Predictiv Assistant cannot return another party’s records in answer to a question, because Predictiv enforces the restriction in the data itself.
What makes it different
Customer portals and supplier portals are usually separate products, each storing a copy of the data and its own ordering logic, and WhatsApp orders are usually retyped by hand. No product we assessed combines ordering from WhatsApp at contract prices, one ordering service behind every channel, and party isolation enforced below the screen.
Connected to the rest of the platform
Predictiv records customer orders in sales and distribution as ordinary sales orders, and you deliver and invoice them from there. Suppliers see procurement and finance activity as it happens, and Predictiv payment verification checks the supplier’s records before any payment is released. Document extraction uses the same capability described under documents and AI.