The portal is an online platform which allows customers to login to their account and access information 24/7. This information is currently obtained via email and post, so this development helps our existing customer base view, download and print information when it is most convenient.
Online Customer Portal
The development roadmap has an end goal of customers being able to fully utilise their account online if this is their preference. Therefore, account management through to ordering can be achieved at all hours of the day, every single day. Whilst hours of operation at our branches are limited, the portal does not have such issues.
Account Ledger
View your invoices and credit notes along with seeing both your BACS and card payments on your account each invoice gives document numbers for the corresponding order and delivery note document.
Credit Account Status
See current account balance, amount on back order along with a period breakdown of monies owed.
Make a payment
Reduce your account balance online by selecting individual or multiple outstanding invoices for payment, which will adjust your balance within 15 minutes of a successful transaction. A bulk payment option is available, but this won’t adjust your account balance instantly and can take up to two working days.
View orders and quotes
View delivered and part-shipped orders along with orders still out for picking. The screen highlights the individual products ordered and if the SKU is available online (over 85% of the stock profile is), product details are viewable should you require further information such as brochures & Luckins information.
Quotations
All quotations shown, both un-ordered and ordered.
Delivery Notes
All delivery notes housed within one area which include their corresponding proof of deliveries. Regardless whether they were paper signed or electronic, both are available. Invoices include delivery note document numbers, so it is easy to match up PODs if required.
Product Data
Over 15,000 stocked products are viewable online, each showing company-wide stocking status, along with added technical detail such as product literature/videos, Luckins and BIM information links if available. Each product can be shared to other colleagues via email and social media. The page has the ability to write product reviews, contact us about specific SKU, save it on your wish list, compare up to 5 products and links through to other manufacturer products full range.
Ordering
This is coming during 2022, with the date currently unconfirmed. All Portal users will be advised once it becomes available. This function will allow customers to place both delivery and click & collect orders wherever they are in the world, at whatever time in the day. Thus ensuring your orders are processed as quick as possible by the applicable Smith Brothers branch, taking the SBS service promise to the next step!
Customer Testimonial:
I was approached by SBS to assist with the launch of their online customer portal. This involved exploring, testing and providing feedback on all the portal's features and suggest ideas as to how certain aspects could be improved from a customer's point of view. When I examined the portal, I discovered it was very informative from products to accounts. I was easily able to search products and all supporting data, manage our account, obtain pending orders, retrieve missing invoices and make online payments. I found it very convenient as I was able to obtain the information straight away rather than sending an email requesting the information.