Spindle Self Serve
  • Spindle Self Serve integrates with Sage 200 to deliver real-time financial and accounting information to your staff and customers. It’s an easy-to- use, online customer portal that allows customers to ‘self serve’ their own account and for staff to view accounts and documents without the need to access Sage 200.

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Spindle Self Serve – Online Portal for Sage 200

Integrating with Sage 200, Spindle Self Serve is an online portal offering 24/7 access to your customers and staff to financial and accounting information.

Customers have ‘self-service’ access to their own accounts, so will always have the information to hand to pay you on time, reducing queries made via telephone call or email.

Whether in the office or working remotely, your internal staff can use Spindle Self Serve to view customer accounts and documents without the need to access Sage.

Benefits to your company

  • Staff can view customer accounts without the need to access Sage 200
  • Remote access to view account information whilst away from the office
  • Real-time financial and accounting information
  • Reduce time spent on customer admin queries
  • Promote your business with in-system pop-up messages**
  • Staff can view current stock availability and place orders**

Benefits to your customers

  • 24/7 online access to view their own account
  • Customer dashboard with account overview
  • View sales order status and invoice history
  • Re–print or download PDF invoices and statements on demand*
  • Customers can view available stock and place orders online at any time**
  • Browser-based access across all devices

*Spindle Document Management licences required
**Available as additional modules.

  • Clean & simple dashboard – customers have a complete overview of their account.
  • Branded portal with your logo and colour schemes – assure your customers they are in the right place.
  • Increase customer satisfaction – customers can access their online account at any time.
  • Improve staff productivity – staff can access customer accounts without the need to access Sage 200.
  • Fewer admin queries – reduced incoming phone calls and emails.
  • Retrieve documents – integrates with Spindle Document Management to view PDF documents of invoices, statements, credit notes and much more.

Additional modules are available to optimise Spindle Self Serve to suit your business requirements.

Promotion module

  • Use in-system promotional messages to promote special offers to customers.

View stock module

  • Customers can view stock levels and prices without the need to make a call.
  • Staff can check stock levels and prices without the need to use Sage.

Order module

Customers can place online orders at their convenience

Spindle Self Serve features include

Clean & simple dashboard

Your customers can see a complete overview of their account including an account summary, recent orders, invoices and credit history.

Your company, Your portal

Customise with your company branding, using your logo and colour schemes, to assure your customers they are in the right place.

View and download documents

A complete document history of invoices, credit notes and statements. Link with Spindle Document Management to download PDF copies (need Spindle Document Management).

Internal users

You and your colleagues can save time by remotely accessing customer accounts whenever and wherever you are.

Unlimited external users

Let your customers help themselves to what they need at any time. No need to make a phone call or send a call to make their request.

View order history

See all past orders on the history tab, includes a live order status to indicate if the order is despatched, in progress or on hold.

Promotions (additional module)

Advertise multiple sales promotions to various types of customers. Change the message seasonally and only make visible to certain customers or users.

Online ordering (additional module)

It’s quick and easy to set up online ordering. Your customers can place orders with you 24/7 and staff can log orders on customers’ behalf.

External stock view (additional module)

Customers (external users) can check stock and prices before placing an order

Internal stock view (additional module)

Your staff (Internal users) can check stock levels without the need to use Sage.

Proof of delivery (additional module)

Improve customer service with live control of the delivery fleet to quickly respond to customer requests through real time monitoring (GPS) of the drive.

How can we help?

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