Customer Portal for Global Shop Solutions

How Viking Got 8 Hours a Week Back With the Customer Portal

The Customer Portal is an add-on to your own website that works with your Global Shop Solutions data. Your customers log in there to look up order status, shipment tracking and invoice copies themselves, 24/7.

Book Your Free Install

Free for 30 days. No credit card.

What happens next: you book a call, and we get your portal installed.

Or see it first: Guided Tour » Try It Yourself »

Global Shop Solutions Preferred Partner

Preferred Partner since 2013

Danielle Walker of Viking Power Technologies talking about the Customer Portal on camera Watch Danielle tell it

Customer story

“We're saving at least 8 hours per week, maybe even more.”

Danielle Walker, Technology Manager, Viking Power Technologies

Every week, Viking emailed each customer an update on their open orders. Now customers look it up themselves.

Viking Power Technologies makes power sections for drilling motors, and runs on Global Shop Solutions.

Watch the video (2 min) »
8+
hours a week back

That's a full day back every week, from just one of the six apps.

It does more:
Book Your Free Install

Try it free for 30 days. All six apps included. No credit card.

What happens next: you book a call, and we get your portal installed.

After 30 days, keep it or walk away. Nothing bills automatically.

Download the one-page summary (PDF)

A few of the manufacturers using the Customer Portal

Viking Power Technologies C³ Corporation Certified Metal Finishing, Inc. DAPRA Corporation Diversified Labeling Solutions (DLS) iTOOLco Thermex-Thermatron Mitchell Metal Products
Customer Portal screens: Sales Orders on a desktop and a phone, with an Inventory panel

What it takes

Easy to Start. We Do the Install.

Live in about 10 minutes

The portal connects directly to your Global Shop Solutions ERP. No custom development.

No web developer needed

We set it up with your Global Shop Solutions admin.

On your domain, with your logo

Your portal carries your logo, colors and company name.

Syncs every 15 minutes

Orders, invoices, quotes and inventory stay current with your ERP.

Only your contacts can log in

Each user sees only the data tied to their own account.

Customer Portal features

See What Each App Does

Free for 30 days. No credit card.

Book Your Free Install Questions first? Book a Call With Us

Not sure if it's right for you? Contact our team. We're happy to answer any questions you may have.

Sales Orders

Continuous Order Tracking

Your customers see their order status any time, so they stop calling and emailing to ask.

  • Self-service updates on order status
  • Customers can get an email when their order ships
  • Shipment tracking links, so customers can follow each delivery
  • Order views are customizable—show status, ship dates, quantity and more
  • Reduced customer inquiries
Guided Tour »Sales OrdersAbout 4 min Try It Yourself »Sales Orders sample portal
Sales OrdersSales Orders screen: a list of orders with status, dates and PO numbers

Invoices app + Payments app

Simplify Online Payments

Customers can securely pay open invoices online at their convenience, reducing payment delays and inquiries.

  • Customers pay invoices online by card or bank
  • Log in anytime to view open invoices and pay instantly
  • Reduced customer payment inquiries
  • Customers pay when it suits them, day or night
Guided Tour »Invoices & PaymentsAbout 4 min Try It Yourself »Invoices & Payments sample portal
Invoices & PaymentsInvoices screen: open and past due totals above a list of invoices

Quotes

Access Quotes Instantly

Customers view their open quotes and act on them any time.

  • Customers approve quotes online, any time
  • Tailor quote views to include quantity, pricing, line items and more
  • Quote approvals send instant email alerts to your team—so you can act fast
  • Customers can request revisions or ask questions on quotes with pre-filled forms for quick, easy follow-up
Guided Tour »QuotesAbout 4 min Try It Yourself »Quotes sample portal
QuotesQuotes screen: a list of open quotes with totals and expected dates

Inventory

Inventory, Updated Every 15 Minutes

Let customers check stock with full visibility into part availability and more—anytime they need it.

  • Customize inventory views to display pricing, part numbers, SKUs and more
  • Customer part number cross-referencing for instant product identification
  • Customers can see inventory by location with exact quantities
Guided Tour »InventoryAbout 4 min Try It Yourself »Inventory sample portal
InventoryInventory screen: stock totals above a list of parts with location, price and quantities

Purchase Orders

Vendor Purchase Order Visibility

Vendors can view their purchase orders any time, updated every 15 minutes.

  • Views can be personalized to show PO number, order status, delivery date and more
  • Vendors can export PO details and email POs directly as needed
  • Access is limited to vendor-labeled contacts in your CRM for security and control
Guided Tour »Purchase OrdersAbout 4 min
Purchase OrdersPurchase Orders screen: open and pending totals above a list of purchase orders

Frequently asked questions

What Manufacturers Ask Us Most

From syncing with your Global Shop Solutions ERP to customer access and security—here’s what you need to know.

Does it work with my Global Shop Solutions setup?

Yes. It works with any version of Global Shop Solutions, on-premises or in the cloud.

Will it work with the website I already have?

Yes. The portal sits beside your website at your own web address, for example portal.yourcompany.com. We host it, and your website links to it. There is nothing to install on your site.

Can my customers pay by card or bank transfer?

Yes. Payments run through your own Stripe account, so the money goes straight to you. Stripe’s fees are yours, and you can choose to pass a card fee on to the customer.

Is it easy to get my customers logged in?

Yes. You send email invitations from the portal, or let your contacts sign up themselves. Only contacts in your Global Shop Solutions CRM can get in.

Does the portal sync automatically with my Global Shop Solutions ERP?

Yes. Inventory, sales orders, open quotes, invoices, and purchase orders sync every 15 minutes, so your customers are never more than 15 minutes behind your ERP.

Can customers really help themselves without calling or emailing?

Yes. Customers and vendors can check order status, download quotes and invoices, track shipments, and view purchase orders—24/7—without needing to contact your team.

Can my customers track their own shipments?

Yes. The portal automatically pulls live tracking links from your connected shipping carriers, so your customers can click to see real-time shipment status.

Will the portal look like part of my existing website?

Yes. Your portal lives on your domain and is fully branded with your logo, colors, and company name—so it feels like a natural extension of your business.

Is the portal secure and access-controlled?

Yes. Only users in your Global Shop Solutions CRM can log in. The portal is password-protected and limits data access to what’s associated with each user’s account—so privacy and security are protected.

Download the Security Overview (PDF)

Can customers or vendors filter and export their data?

Yes. They can filter by date, PO, status, or part number—and export or email data right from the portal for their records.

Can I really try it free?

Yes! You can install and use the portal for free for 30 days—no credit card and no obligation. You pay nothing unless you decide to keep it.

Can I get set up quickly?

Yes. Most users are up and running in under 10 minutes. The portal connects directly to your Global Shop Solutions ERP—no custom dev work needed.

Can I launch the portal without a web developer?

Yes. We do the install with your Global Shop Solutions admin. You don’t need a web developer.

Can I cancel anytime?

Yes. It is month-to-month, and you can cancel any time before your next billing date.

Start For Free With a 30 Day Test Drive

Install it. Brand it. Use it.

Try the Customer Portal free for 30 days, fully branded and working with your Global Shop Solutions data. No credit card.

Book Your Free Install
Global Shop Solutions Preferred Partner

Preferred Partner since 2013

After 30 days, keep it or walk away. Nothing bills automatically.

Download the one-page summary (PDF)

Sharing this with IT? Security Overview (PDF)

Still have questions? Let’s talk.

Customer Portal on a desktop and a phone: Quotes, Purchase Orders and Invoices