This article is part of our CloudSuite Industrial Feature Focus series.
Each post highlights a specific feature within Infor CloudSuite Industrial (CSI). In this one, we’re diving into Customer Portal.
You’ll get a clear explanation of how it works and expert insight from Visual South’s Nick Mendolia. Nick has implemented ERP for real manufacturers and knows what the documentation doesn’t tell you.
Here’s what we’re focusing on today:
The Customer Portal in Infor CloudSuite Industrial (CSI) gives manufacturers a powerful way to provide self-service capabilities to their customers. Customers can log in to the portal to check the status of orders, view invoices, and place new orders.
Each customer sees a personalized view of their catalog, pricing, and order history. Product catalogs and pricing can be segmented by customer type, with options for real-time ERP integration. That means any quote or order placed through the portal flows directly into CSI—no manual re-entry needed.
It’s effectively a B2B e-commerce platform that’s tightly integrated with your ERP. If your business also sells B2C, the portal can accommodate that too. New customers can create accounts during checkout, and CSI will automatically create corresponding records in the ERP system.
According to Nick Mendolia:
"That customer portal allows your customers to log into the system to see the status of their orders. They can see their invoices. They can place new orders. They would see only their catalog… and anything they do in the portal would automatically get entered into the ERP system."
It creates a seamless, self-service experience for your customers while reducing administrative work for your team.
Want to see CloudSuite Industrial in action? Access the full demo gallery below.
Want to see CloudSuite Industrial in action? Access the full demo gallery below.