VisionONE ERP – Self-service
Customer and supplier self-service portal
VisionONE offers a self-service portal so customers and suppliers can review their own records, instead of emailing your team for routine updates. The exact screens and actions are agreed in your proposal. Implementation and support are available from our Nairobi team at ASP Building, Embakasi Road.
What the portal is for
Give each customer or supplier a controlled login that shows only their records. Your team keeps ownership of invoices, payments, purchase orders and reminders inside VisionONE ERP. The portal is a window into those records, not a separate set of books.
Customers
In a typical setup, customers use the portal to review the account information your team has agreed to share, such as statements and open invoices. VisionONE sends customer statements on configured dates, so the statement a customer sees should match the statement your finance team issued.
Confirm in your demo which customer records are visible, whether invoices can be downloaded, and how a customer should raise a query.
Suppliers
In a typical setup, suppliers use the portal to review the purchasing information your team has agreed to share, such as orders and delivery status. Goods receipt verification still happens inside VisionONE: the system reads supplier delivery notes into a draft Goods Receipt Note (GRN) and requires a user to review and confirm the details before saving.
Confirm in your demo which supplier records are visible and how a supplier should send a delivery note or query.
Statements and payment reminders
VisionONE sends customer statements on configured dates and sends tenant payment reminders by email or WhatsApp according to the organisation’s settings. WhatsApp messages are sent through the official WhatsApp Business API.
A statement or reminder is a follow-up. It does not record a payment by itself. Payments received, including M-Pesa collections, still need to be matched in finance. For property lets, see property management. For mobile-money matching, see M-Pesa integration.
How this sits with employee self-service
Employee self-service is separate. Staff view payslips and apply for leave in the Employee Self-Service app or the web employee self-service portal. Customers and suppliers do not use the employee app.
What to bring to a demo
Bring one customer statement, one open invoice, one supplier order or delivery note, and (if you let property) one tenant reminder example. Ask who can log in, what they can see, and how a reminder is sent without being treated as a receipt.
FAQ
What is the VisionONE customer and supplier portal?
It is a self-service login that lets customers and suppliers review the account or purchasing records your team agrees to share. Confirm the exact screens in your demo and proposal.
Can customers see other customers’ records?
No. Each login should be limited to that customer’s or supplier’s own records. Review access with separate test logins before you invite users.
Does a payment reminder mean the invoice has been paid?
No. VisionONE sends customer statements on configured dates and can send tenant payment reminders by email or WhatsApp according to your settings. WhatsApp messages are sent through the official WhatsApp Business API. A reminder is not a receipt. Payments still need to be matched in finance.
Is this the same as the employee self-service app?
No. The employee self-service app and web portal are for staff payslips and leave. The customer and supplier portal is for trading partners.
How are supplier delivery notes handled?
VisionONE reads supplier delivery notes into a draft Goods Receipt Note (GRN) and requires a user to review and confirm the details before saving. Ask in the demo how a supplier shares the delivery note and how your user confirms the GRN.