What does this solution cover?
- Tenant-scoped invitations and access requests
- Purchase catalog, cart, orders, credit context, and payment
- Statements, open invoices, and configured online payment
- Maintenance tickets, assets, schedules, and service choices
- Dental case creation, attachments, comments, adjustments, and design review
- Company branding and per-user portal scopes
Modules
Client Portal Accounts
Provision private client access to maintenance, purchasing, or dental-lab portal experiences.
Explore → LiveQuotations & Sales Orders
Control quotations, sales orders, demos, approvals, fulfillment status, invoicing handoff, returns, and equal-value exchange.
Explore → LiveCustomer Invoices & Collections
Operate accounts receivable across invoices, receipts, advances, allocations, statements, online payment sync, review, and correction.
Explore → LiveHelpdesk & Maintenance Tickets
Control service intake, client and asset context, assignment, schedule, status, pricing, chat, resolution, and billing draft.
Explore → LiveDental Cases & Intake
Control the authoritative dental case lifecycle across intake, box identity, work items, details, priority, revisions, design, labels, and dispatch readiness.
Explore →Workflows
Quotation to Cash
A connected commercial path from customer and price context to delivery, invoicing, collection, and accounting.
Open guide → WorkflowsCreate and Collect a Manual Customer Invoice
Use the receivables workspace for authorized invoices that do not originate from a sales order or dental-lab posting.
Open guide → WorkflowsB2B Portal Order to Delivery
Extend controlled ordering to approved customers, then fulfill through the same ERP stock, warehouse, dispatch, invoice, and payment chain.
Open guide → WorkflowsReceivables Follow-up & Collection
Separate relationship follow-up, field activity, promises, claims, and finance posting while keeping one customer context.
Open guide → WorkflowsMaintenance Ticket to Service Billing
Connect service intake, installed asset, scheduling, field visit, resolution, draft approval, official invoice, and collection.
Open guide → WorkflowsDental Case Intake to Invoice
A dedicated lab path from clinic request and intake through configurable production, materials, quality, delivery, revision policy, and receivables.
Open guide →