Customer Portal
The Customer Portal in ERPNext is designed to provide customers with easy access to their account-related information and communication history in one place.
It allows customers to log in, track orders, view invoices, check shipping status, and manage support requests.
1. Signup
Customers can create their own account through the ERPNext login page using the signup option.
Step 1: Signup
On the login page, users can select the Signup option to begin registration.
Step 2: Enter Details
Customers enter their name and email address during signup.
After submission, ERPNext sends an email with login credentials to the registered email address.
2. Portal Login
Customers can log in using their email address and the password received during signup.
3. Customer Orders, Invoices & Shipping Status
The portal provides customers with real-time access to their sales orders, invoices, and shipment updates.
Customers can track the full lifecycle of their transactions—from order creation to invoice payment and delivery status.
3.1 Sales Orders
Customers can view their placed orders and monitor progress at any time.
3.2 Invoices
Invoices are displayed in the portal with clear status indicators such as unpaid or paid.
3.3 Shipping Status
Shipment updates allow customers to track delivery progress for their orders.
4. Support Issues
The Customer Portal includes an issue management system that allows customers to raise support tickets easily.
Customers can create issues, track responses, and view complete communication history within the portal.
4.1 Create New Issue
Customers can submit a new issue using a simple form, describing their concern or request.
4.2 Issue Tracking
Each issue has a thread-based conversation view where both customer and support team responses are recorded.
5. Benefits
- Centralized access to customer transactions
- Transparent order and invoice tracking
- Improved customer communication
- Faster issue resolution through ticketing system
- Self-service experience for customers
