Repeat buyer accounts
Give approved customer contacts a consistent account-document history.
Wholesale & distribution
Give repeat buyers account history without changing your ERP
Reduce repeated document retrieval by giving authorised wholesale customers access to the account information already held in your back-office system.
The operational problem
The same account requests arrive every week
Repeat buyers need old invoices, statements, balances, credit notes and delivery documents. The records already exist, but finance and customer-service staff repeatedly find and resend them.
Account structures
Support multiple contacts and configured branch or account relationships.
Available documents
Present statements, credit notes and delivery records when supplied and scoped.
A practical first scope
Start with the account information customers request repeatedly
Fields such as job, site, branch, order or purchase-order references are included only where the source system supplies them and the configured portal supports them.
Existing dataWholesale ERP and back-office environments
Customer-facing layerInvoicePortalX
Secure accessAuthorised customer
Common environment
Wholesale ERP and back-office environments
Suitable environments can include MYOB Exo, Jiwa, Greentree, Pronto, custom SQL applications and file-based processes where reliable account data is available. If an existing ERP portal already solves the requirement, use it.
Named systems are examples only. Inclusion does not imply a vendor partnership, certification or pre-built connector. Compatibility depends on the interfaces available in the customer environment.
Questions
Questions about fit and rollout
Yes. Multiple authorised contacts can be mapped to a customer account.
Balance and payment information reflects the latest data supplied through the configured source-system connection. Your ERP or accounting system remains authoritative.
Not necessarily. Suitability depends on reliable exports, database access or APIs.
First rollout
Start with the requests creating the most admin
Tell us what customers ask for and where the information lives. GX Code will recommend a practical first scope and connection approach.