What an order is worth is decided when you quote it, not when somebody keys it in. What your customer knows about it afterward is decided by paperwork that goes out of the app on its own, and by a portal they can check themselves.
An order line does not ask anyone to remember what was agreed. Its price resolves in a fixed order: an activated quote price for those dates, then that customer’s price for the part, then the part’s own sale price.
An accepted quote converts to an order in one step, carrying the header — terms, ship via, FOB, sales rep, tax rate, currency — and every line at the price you quoted, with the quantity price break that matches what they actually ordered.
Overlapping activated windows for the same customer part are refused rather than silently ranked, so there is no setting to get wrong and no order priced from an agreement that expired in March. How quoting builds those prices ›
Each one is a PDF in your own designed forms, emailed from the app. Nothing is exported to a folder, attached by hand, or chased down later — sending the document is part of doing the thing it documents.
The email around it is yours too: you compose the subject and the body rather than filling in a fixed template. And the paperwork is generated in the language of the customer it is going to, not the language of the workstation that produced it — each customer carries a preferred language, and their documents follow it.
Send from a shared Backbone MRP address, or from your own domain so the mail arrives looking like the rest of your company’s.
Invite a customer by email and they sign in to a portal carrying your logo, your colors and your support details, where they follow their own orders, shipments and invoices.
It is the same records your people work in, in real time — not a nightly copy, so there is no window in which the portal and the floor disagree. Their access is read-only and scoped to their own data.
Inviting them costs nothing. Portal customers are free and never count as users, so putting your whole customer base on it never becomes a reason not to. See what your customers would see ›