eTrade Portal

eTrade Portal is the integrated portal allowing customers to self serve on existing information and documents held against their account on your GenetiQ ERP Solution. With the addition of being able to place orders or quotes direct into GenetiQ.

This is the ideal solution for customers who only serve their business customers and want to provide their customers the ability to place orders  and/or quotes. With a direct lookup into your GenetiQ product lists.

Features:

• Search for Products by ERP code or ERP description and add to cart
• Product Exclusion rules to exclude items from the results
• Rapid Order
  • Create a basket by entering product code and qty in a list
  • Import order lists from CSV
• Many to Many Favourite lists
  • Setup favourite lists so customers can find their regular items easily
  • Date Range Based (Some customer use for Promotions/Specials etc. )
  • Product exclusion filters on specific lists or global rules e.g. In Stock Only
• Re-order from Previous orders/quote/delivery notes
• Live Price information by customer based on GenetiQ pricing rules. 
• Live Stock information
• Ecart
  • Our own checkout feature
  • Order notes can be mapped to Sales order field.
  • Customer Order Reference - (Live check to customer required reference on order field)
  • Ability to submit transactions as Orders or Quotes
  • Addresses listed from Customer Delivery Contacts (iQ), Customer Billing address/Delivery address (Xline)

And all the Features of eAccount Portal

• Account History
  • List of Invoices / Credits ledger transactions
  • Document Print/download available (Single/multiple)
• Statements
  
  • View Outstanding Ledger Items
  • Current Statement Print available
• Order History
  • Lists of orders and their status
  • Products within those orders
  • Ability to search within returned results 
  • Document Print/download available (Single/multiple)
• Quotation History
  • Lists of Quotes and their status
  • Products within those quotes
  • Ability to search within returned results. 
  • Document Print/download available (Single/multiple)
• Delivery Note History
  • Lists of delivery notes
  • Products within those delivery notes
  • Ability to search within returned results 
  • Document Print/download available 
  • New for IQ - Ability to view your external document links attached to delivery notes. 
• Reports
  • Customer Code range based reports for view/download/csv export
• Ledger Payments
  • Bulk payment on account (single value)
  • New for IQ - Select Invoices/Credits to Pay and allocate in IQ system automatically.