Customer self-service

ERP Customer Portal for UK Manufacturers

An ERP customer portal lets your customers check order status, download invoices and statements, see live stock and reorder — 24/7, without phoning your sales team — by surfacing data your ERP already holds through a secure, branded web app. Sysgraft builds it over Dynamics 365 Business Central, Sage 200, OrderWise, Kerridge K8 and 14 more, via the ERP REST API. No replacement.

Order status & trackingInvoice & statement downloadLive stock & pricingReorder & new ordersProof of delivery
The problem

Your sales desk is a switchboard for questions the ERP can already answer

In UK manufacturing and distribution, the sales team spends a large share of the day answering the same calls: where is my order, what is my balance, do you have this in stock, can you resend that invoice. Every one of those answers already exists in the ERP — it is just locked behind screens only your staff can reach. Customers who cannot self-serve at 9pm go quiet, or go to a competitor with a portal.

How the layer solves it

A branded portal that surfaces exactly what each customer needs

  • Live order status and carrier tracking, self-served 24/7
  • Invoice and statement download with no phone call or email chase
  • Live stock and account-specific pricing, personalised per customer
  • Reordering and new orders where your ERP API supports validated write-back
  • Branded to your business — not a generic third-party storefront
  • Single sign-on options and secure, account-scoped data access
How engagement works

Discovery sprint, fixed-price build, monthly subscription

01
Discovery Sprint — 3 to 5 days

On-site observation and a live API audit

We embed in your operation, watch how the work really gets done, authenticate against your ERP, and map every endpoint we will need. You leave with a fixed-price build proposal and the confidence the API can support it.

02
Fixed-Price Build — weeks, not months

Production-grade delivery against a defined scope

Weekly check-ins, no scope creep, 50% on signature and 50% on go-live. Built in React, Next.js and TypeScript, deployed to UK infrastructure.

03
Monthly Subscription — hosting to evolution

We stay invested in the outcome

Hosting, security patching, ERP API monitoring and feature evolution on a monthly subscription — 12-month minimum term, then 30 days' notice. You own the code from go-live.

Common questions

Customer portal FAQ

What is an ERP customer portal?

An ERP customer portal is a secure, branded web app that lets your customers check order status, download invoices and statements, view live stock and reorder 24/7 — by surfacing data your ERP already holds, without anyone phoning your sales team. Sysgraft builds one over your existing ERP via its REST API, with no replacement.

How does a customer portal reduce inbound calls?

Most inbound calls to a distributor's sales desk ask for information the ERP already knows: where is my order, what is my balance, is this item in stock, can I have a copy invoice. A self-service portal answers all of those instantly, around the clock, so your team handles fewer interruptions and more selling.

Is customer data kept secure and account-scoped?

Yes. Each customer only ever sees their own data. Access is scoped per account at the API layer, hosted on UK/EU-region cloud infrastructure as standard, with a data processing agreement included. We are currently working toward NCSC Cyber Essentials certification.

Can customers place orders, or just view?

Both are possible. Where your ERP API supports validated write-back, the portal can take reorders and new orders with your pricing and credit rules applied. The discovery sprint confirms exactly what your ERP API allows before any build price is issued.

How long does a customer portal take to build?

After the 3 to 5 day discovery sprint, a standard customer portal typically takes 4 to 12 weeks depending on the number of features and the depth of ERP write-back required — simpler view-only portals are at the shorter end, portals with validated write-back at the longer end.

Features

Everything your customers need, in one place

A Sysgraft customer portal surfaces the data your ERP already holds — order status, invoices, stock, account history — through a clean, branded interface your customers can access 24/7 on any device.

Order tracking

Live order status with carrier tracking integration and estimated delivery dates. Customers see exactly where their order is at any time — from confirmation through to despatched — without picking up the phone.

Invoice management

Download invoices and credit notes as PDF, view payment history and outstanding balances, and check payment status — all without emailing the accounts team. Statements available on demand.

Stock availability

Real-time stock levels pulled directly from your ERP, with per-account pricing applied. Customers check availability and see their agreed trade prices instantly, reducing quote requests and stock enquiries.

Account management

View account statements, credit limit and current balance at a glance. Customers can monitor their spending, track overdue invoices and manage their account preferences without contacting your support team.

Document retrieval

Proof of delivery (POD) signatures, certificates of conformity, delivery notes and any other documents your ERP holds — available for instant download in the portal, so your team is not emailing attachments all day.

Reordering

Place repeat orders from history, use saved baskets for regular purchases, or use quick-order entry for stock codes you know. Where your ERP API supports validated write-back, pricing and credit rules apply automatically.

Account communication

Submit queries directly from the portal, receive order and despatch notifications, and access a message history with your team. Every interaction is logged and visible to both sides — no more lost email chains.

ERP compatibility

Built over the ERP you already run

Sysgraft connects to your ERP through its native API — no middleware, no data migration, no forklift upgrade. Here are the platforms we work with most often.

ERP System Integration Method API Type
Dynamics 365 Business Central REST API — standard v2.0 OData endpoints with OAuth 2.0 REST / OData
Sage 200 Sage 200 API via OData — native read/write for sales, stock and accounts OData / REST
OrderWise OrderWise Partner API — authenticated, role-scoped data access REST API
Kerridge K8 K8 API — real-time data layer with full CRUD on core entities REST API
SAP Business One Service Layer API — SL/SDI endpoints with standard authorisation REST / OData
SYSPRO SYSPRO RESTful Web API — company-scoped, token-authenticated REST API
Epicor Kinetic Epicor Ice REST API — BAQ-based data access with OAuth REST API
NetSuite NetSuite SuiteTalk REST Web Services — role-based, OAuth 1.0 / 2.0 REST / SOAP

We also work with Sage 50, Acumatica, Infor CloudSuite, Priority ERP, IFS, Brightpearl, Pegasus Opera, Dynamics 365 Finance & Operations, Access Dimensions and Intact iQ. The discovery sprint validates your ERP API live before any build price is issued.

How it works

From scoping to go-live in three phases

Every Sysgraft customer portal follows the same proven process. You know the cost, scope and timeline before any code is written.

1

Connect

We authenticate against your ERP live, map every relevant API endpoint, and run a 3–5 day discovery sprint embedded in your operation. You receive a fixed-price build proposal with a detailed scope of work.

2

Configure

We build your branded portal in weekly sprints using React, Next.js and TypeScript, connected to your ERP via its REST API. You see progress every week, with no scope creep. Payment is 50% on signature and 50% on go-live.

3

Launch

We deploy to UK cloud infrastructure, hand over user documentation and full source code. A monthly subscription covers hosting, security patching and feature evolution. You own the code from day one.

What it costs

Transparent pricing with no hidden fees

Every project starts with a discovery sprint that produces a fixed build price. Here are the typical investment ranges for a customer portal.

Starter

Dashboard Only

Live KPI dashboard with up to 5 key metrics and role-based views for your management team.

Discovery sprint£3,500
Build (fixed price)£18,000
Ongoing / month£1,200
Timeline: 5 weeks from sprint to go-live
Good for Companies wanting to start small and prove value before scaling

Growth

Customer Portal

Branded customer portal with order tracking, invoice download, stock visibility, account management and proof of delivery.

Discovery sprint£4,500
Build (fixed price)£38,000
Ongoing / month£2,400
Timeline: 9 weeks from sprint to go-live
Good for Companies with 50+ active customers and high inbound phone call volume

Enterprise

Full Platform

Customer portal + staff operations portal + management dashboard + mobile access for warehouse or drivers.

Discovery sprint£6,000
Build (fixed price)£72,000
Ongoing / month£3,800
Timeline: 12 weeks from sprint to go-live
Good for Companies wanting comprehensive multi-module transformation

Important notes: All prices exclude VAT. Build prices are fixed after discovery sprint scope is agreed. Ongoing subscriptions have a 12-month minimum term, then 30 days’ written notice. You own the source code from go-live.

More questions

Customer portal FAQ

What ERP systems does the customer portal work with?

Sysgraft builds customer portals over Dynamics 365 Business Central, Sage 200, OrderWise, Kerridge K8, SAP Business One, SYSPRO, Epicor Kinetic, NetSuite and 11 more ERP platforms. The discovery sprint authenticates against your ERP live and maps every relevant API endpoint before any build price is issued.

Can customers see their own pricing and stock levels?

Yes. Stock availability and per-account pricing are surfaced in real time from the ERP via its REST API. Each customer sees only their agreed price list and current stock positions, scoped to their account at the API layer. No customer ever sees another customer’s data.

Is the portal branded to our company?

Yes. The portal carries your logo, your colour palette and your domain — it is not a generic third-party storefront. Customers land on a site that looks like yours because it is yours, hosted on your brand’s subdomain. It is a B2B portal designed to feel like a natural extension of your business.

Do customers need to install any software?

No software to install, no VPN required and no client-side configuration. The portal is a web application accessed through any modern browser on desktop, tablet or phone. Secure login is handled via single sign-on options or email-based authentication, depending on your preference.

Want a customer portal over your ERP?

Start with a discovery sprint. We validate your ERP API live and scope exactly what a customer portal could deliver — before any build commitment.

Book a Discovery Call How It Works