The Insight Customer Portal is a collaborative business-to-business platform designed to streamline the order management process between manufacturers and their dealer networks. Dealers can log in to submit and track sales orders, while manufacturers receive, process, and manage orders from a centralized workspace.
The platform provides real-time order status tracking, giving both parties visibility into where an order stands at any given point. Additionally, the portal includes a shipping component that allows manufacturers to manage logistical operations, ensuring a smooth and transparent fulfillment process from order submission to delivery.
Types of Users
The portal supports two types of users:
- Customer Portal Admin User - A user with administrative access. They can create users and teams, then assign users to teams.
- Customer Portal User - A general user, given rights to perform tasks within the portal.
Working as a Portal Administrator
A Portal Administrator has elevated access to manage and maintain the portal environment. Administrators can add new users to the platform, organize users into teams, create orders, and manage user roles.
As an administrative user, it's important to follow a specific task order to use the portal effectively.
- Creating a User Login.
- Create Users.
- Create Teams.
Working as a dealer user.
A Dealer User has access to manage orders within the portal. Dealer Users can create new orders, edit existing orders, and delete orders as needed.
A manufacturing administrator will need to grant dealers access to the portal before they interact with the portal.
Insight Customer Portal User Interface
- Search - Intuitive search feature that lets you search the portals forms.
- Sales - Used to create, view, and manage sales orders.
- Business Intelligence - Lets you create robust Dashboards. By transforming live data into intuitive charts, users can enhance the visual quality of data within Insight.
- System Administration - Manage administrative duties, like adding users to the portal, creating teams, and assigning users to teams.
- Sidebar Chevron - Expand or Collapse the sidebar.
- User Profile - Provides a hub where users can manage their account settings and preferences like language, appearance, and viewing actions.
- Notifications - Manage and view notification settings.