How the Customer Portal works in GwizaSuite.
Four steps that move your customers off WhatsApp, off the phone, and into a portal with your name on it.
Send your customer a one-click email invite. They set a password, log in, done.
They see your in-stock catalog, with prices at their tier (retail, wholesale, contract).
They place orders, download invoices, view statements, open support tickets.
They see exactly what they owe, aged, with the invoice PDFs attached. (Payment integration on roadmap.)
Everything the Customer Portal does.
Your logo, your colors, your domain (portal.yourbrand.co or yourbrand.gwizasuite.com). Feels like your platform, not ours.
Customers place orders against live stock availability — no phantom inventory, no guessing, no back-and-forth on WhatsApp.
Every invoice, searchable by date or number, downloadable as a branded PDF. Never lost in an email thread again.
Aged, printable statements — any period, one click. Your customer pulls their own, so your accountant doesn’t have to.
A proper queue instead of a missed-call list. Tickets are logged, assigned, tracked, resolved — in writing.
Retail vs. wholesale vs. contract — every customer sees only their negotiated prices. Discounts protected, relationships clean.
Your customer’s admin invites their own team — purchasing, accounts payable, warehouse. Scoped roles, one portal.
Each user picks their language. Portal UI, invoices, statements, support all render in EN or FR — your customer’s choice.
A branded portal your customers actually use.
Most customer portals look like an afterthought — generic, boxy, clearly bolted on by a vendor who never considered that your customer experience matters. Yours sits one domain away from your own website, and nobody looking at it would guess it came from a SaaS platform. Your logo. Your color. Your voice.
Every pricing row your customer sees is their tier — not retail, not another customer’s contract rate. Every invoice is theirs. Every statement shows their balance, their aging buckets, their history. They feel like they’re on YOUR platform because, visually, they are.
Under the hood, row-level security enforces that at the database: a customer’s queries are filtered against their own customer_id before the data ever leaves the server. No clever URL-guessing or browser-devtools snooping can leak another customer’s invoice. Clean visual experience, clean underlying boundary — both matter.
- Your logo, your colors, your domain (portal.yourbrand.co)
- Tier-specific pricing per customer — retail, wholesale, contract
- Row-level isolation — zero cross-customer data leakage
- EN + FR interface, customer choice per login
Connects to the rest of GwizaSuite.
No module is an island. The portal pulls live from your own books — your customer sees exactly what you see, filtered to them.
When stock levels change → the customer catalog updates live. Never a phantom in-stock item.
When a customer places a portal order → it arrives on your Sales dashboard as a draft quote or invoice.
When you post an invoice or payment → your customer’s statement in the portal reflects it within seconds.
Customer Portal FAQ.
Back to the start: Inventory is where every supplier workflow begins — batches, expiry, clearance, and the ledger that keeps everyone honest.
← See InventoryLess than the cost of one mistake.
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