Customer Portal for Jewelry Wholesalers
1 minute · WJewel jewelry software
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A one-minute look at the WJewel wholesale customer portal: how a buyer signs in, what they see on their account with you, and where they pay. To see it with your own accounts, book a live demo.
What the video covers
- Signing in with a code emailed to the address on file, no password
- The account summary: balance due, past due, on memo, open orders and repairs
- The statement, where every document number opens that document
- A memo's status line by line, PO Status with what shipped on which invoice, and paying online
Chapters
Transcript
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Customer portal
WJewel's customer portal lets your wholesale accounts look up their account with you, any time. A buyer signs in with the email address you have on file, with no password to remember, just the six-digit code WJewel emails them.
Their account
The summary shows the balance due, what is past due, what is on memo, and their open orders and repairs. The statement lists everything for the dates they pick, and every document number opens that document. A memo shows each line sent, returned, invoiced, and what is still out. PO Status shows what was ordered, what has shipped, and the invoice it shipped on. And when they click Make a Payment, they can pay by credit card.
Contact us
WJewel is cloud-based, and runs in any web browser on PCs, Macs, tablets and phones. To learn more, visit www.wjewel.com, or call us at (646) 578-8300.
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