SYSPRO Customer Self-Service
Your customers get self-service.
Your reps keep every price and every order.
A branded portal your customers sign into for their own balance, AR statement and invoices — read live from SYSPRO. Every reorder still becomes a quote, priced by a rep and approved by the customer, before anything is created in SYSPRO.
Account
Bayside Bikes
Balance
R1,967,219.05
Documents
8
Reorder items
6
Illustrative screen · account and figures are sample data
3
Steps to post an order — quote, price, approve
0
Orders reach SYSPRO without a rep's price
Read-only
SQL login — the portal cannot write through it
24/7
Self-service, no call to your desk
What it does
One portal, four jobs your customers already ask you for.
Live account access
Balance, AR statement and invoice downloads — read straight from SYSPRO, with documents rendered by the SYSPRO Reporting Service. Never a stale export sitting in someone's inbox.
Guided reorder, not open access
A customer builds a basket and submits it — that only ever creates a quote. No customer-facing form can set what they pay, and nothing reaches SYSPRO on its own.
A console for your reps
Reps sign into their own view to price every line on a waiting quote, see its full lifecycle, and get emailed the moment a customer needs a price or approves an order.
Access control you can defend
Every query and every report parameter is built from the signed-in session, never the request body. A customer cannot reach another customer's documents by editing a form field.
How reordering works
Quote first. Then a rep's price. Then SYSPRO. In that order, every time.
Customer submits a basket
Quantities and stock codes are checked against SYSPRO before a quote is even created. Status: pending.
Rep prices every line
In the rep console, signed in separately from SYSPRO. Status: priced. The customer is emailed.
Customer approves
Or declines — either ends the quote. Approval is the only customer action that can ever reach SYSPRO.
Order created in SYSPRO
Posted with the rep's price attached, credit and stock rules still enforced by SYSPRO. The rep is emailed the order number.
Built to be trusted with your ledger
A customer-facing door onto your ERP, with the guardrails your auditors will ask about.
This isn't a form bolted onto SYSPRO. Every safeguard below is architectural — it isn't a setting someone can quietly switch off.
Session-bound identity. Every query and report parameter comes from the signed-in session — never a field in the request.
Read-only SQL. The portal never writes through the SQL lane, whatever else goes wrong.
A dedicated service account renders documents — never the customer's own SYSPRO credentials, because they don't have any.
Credit holds and stock rules still apply. SYSPRO rejects a customer on hold; the portal never overrides it.
Every quote's full lifecycle is recorded — who requested, who priced, who approved, and when.
Give your customers a door into SYSPRO you don't have to staff.
We'll run it against a copy of your own SYSPRO company, so what you see is what your customers would see.
Request a walkthroughGet in touch
Talk to Vault Tech about the SYSPRO Customer Portal.
Email — [YOUR SALES CONTACT EMAIL]
Phone — [YOUR SALES CONTACT NUMBER]