Portal Template
Inventory Management Client Portal
Give customers and suppliers a secure portal to track orders, see live stock, submit purchase orders, and share documents — without exposing your internal system.
Screenshots
[Placeholder for Client Portal Inventory Dashboard]
[Placeholder for Order Status & Timeline]
[Placeholder for Document Center]
Key Features
- Live stock visibility for clients by SKU/category
- Order status tracking with timelines and events
- Supplier portal for POs, invoices, and ASN uploads
- Self-serve document center (packing slips, invoices, COAs)
- Issue/RMA submission with SLA tracking
- Role-based views for customers vs suppliers
- Announcements and release notes for stock changes
- Granular permissions down to product lines
- Mobile-ready client experience
Use Cases & Target Audience
Perfect For
- Wholesale order portals
- Customer stock visibility
- Supplier collaboration
- 3PL client reporting
Ideal Users
- Operations Managers
- Account Managers
- Warehouse Leads
- Customer Success Teams
Customization & Integrations
Customization Options
- Choose which SKUs, categories, and fields are visible to each client segment.
- Customize order status steps and notifications.
- Branding, navigation, and document templates.
- Define roles for customers, suppliers, and internal users.
Integration Possibilities
SmartSuiteAirtableNotionShopifyWooCommerceQuickBooksStripe
Customer Testimonial
"Our wholesale customers now check stock and order status themselves. Support tickets dropped 60% the first month."- John Smith, Gadget World