Accounts and roles
Accounts and roles is designed around your users, operational rules and measurable business objectives.
Enterprise Solutions
Customer & Dealer Portals
Offer customers and dealers a seamless self-service experience
Secure self-service access to orders, pricing, requests and documents.
Customer
Orders
Dealer
Pricing
Self-service ordering
Dealer-specific pricing
Document and invoice access
ERP synchronization
Service overview
What are Customer & Dealer Portals?
Secure self-service access to orders, pricing, requests and documents.
Portals give customers and dealers access to the information and actions they need, under your organization’s rules.
Orders, stock, pricing, quotes, requests, documents and account screens are organized per user segment and kept consistent with ERP and CRM through integrations.
- Reduce manual work and avoidable errors
- Create one reliable source of operational data
- Improve visibility and accountability
Scope
What we build
Custom pricing
Custom pricing is designed around your users, operational rules and measurable business objectives.
Orders
Orders is designed around your users, operational rules and measurable business objectives.
Support requests
Support requests is designed around your users, operational rules and measurable business objectives.
Documents
Documents is designed around your users, operational rules and measurable business objectives.
ERP and CRM integration
ERP and CRM integration is designed around your users, operational rules and measurable business objectives.
Delivery model
How we work
- 01
Segment definition
We define customer, dealer, and sub-user roles.
- 02
Catalog and pricing
We configure visible products and pricing rules.
- 03
Portal development
We code order, request, and document screens.
- 04
ERP connection
We set up inventory, pricing, and order sync.
- 05
Pilot dealer
We live-test with selected users.
- 06
General opening
We launch with training materials and a support channel.
System architecture
Example system architecture
We design a controlled stack from user interfaces through API, backend and data layers, with CRM, ERP, payments and third-party services connected where they belong.
ERP
CRM
E-invoice
Portal interface
Account and role management
Pricing engine
Order service
Document repository
Logistics
Email notifications
ERP
CRM
E-invoice
Capabilities
Technologies we use
- Next.js
- TypeScript
- PostgreSQL
- RBAC
- REST API
- Authentication
- Cloud
- React
- Node.js
Our approach
Why Pars Medya?
Pars Medya combines business analysis, product design and software engineering in one accountable team. We communicate clearly, avoid unnecessary complexity and build maintainable systems that can grow with your organization and international ambitions.
24/7 self-service
Customers and dealers can transact outside business hours.
Custom price visibility
Each company sees only its contracted prices.
Lower operational load
Order traffic by phone and email decreases.
Consistent data
Portal orders stay synchronized with ERP.
Document hub
Invoices, contracts, and catalogs download from one place.
Outcomes
What this delivers for your business
Faster ordering
Dealers and customers create approved orders from the cart.
Transparent status tracking
Order and request status is visible in the portal.
Accurate pricing
Discount and limit rules apply automatically.
Reduced support burden
Common document and status requests move to self-service.
Integrated customer record
CRM history enriches with portal transactions.
Scalable dealer network
New dealers are onboarded through a standard flow.
Use cases
Where this service fits
Growing organizations
Teams replacing spreadsheets and disconnected tools with managed workflows.
Multi-team operations
Processes requiring shared data, approvals and clear responsibilities.
Digital products
Customer-facing services that need secure and scalable technology.
How we engage
From discovery to pilot, from pilot to ongoing support
Every project starts with a small, clear step. We decide on the next stage together once you have seen the results of the previous one.
- 01
Discovery workshop
We clarify goals, users, current workflows and integration needs together.
- Process and needs map
- Scope and priority list
- Technical approach and risks
- Phased roadmap and proposal
Price: quoted to your needs
Discuss this stage - 02
Fixed-scope pilot
We deliver the most valuable part identified in discovery as a pilot with scope and timeline agreed up front.
- Written scope and timeline
- Regular demos and feedback
- A tested, usable first release
- Agreed success criteria
Price: quoted to your needs
Discuss this stage - 03
Monthly support & development
After launch we monitor, maintain and keep developing the system in planned increments.
- Maintenance, updates and security checks
- Monitoring and issue tracking
- Monthly development plan
- Regular reporting
Price: quoted to your needs
Discuss this stage
FAQ
Questions teams usually ask
Can each dealer see different prices?+
Yes. Company, group, contract or campaign-based pricing and discount rules can be applied.
Can portal data come from our ERP?+
Yes. With a suitable integration, product, stock, price, order and document data can stay in sync with the ERP.
How long does a customer & dealer portals project take?+
Timing depends on scope, roles, integrations and migration needs. After discovery we provide a realistic phased plan.
Do you provide support after launch?+
Yes. Monitoring, maintenance and further development can continue under an agreed support model.
Related services
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Learn moreERP Software Solutions
Connect sales, purchasing, stock, warehouse and operations through shared data.
Learn moreDevelop your customer and dealer portal
Share your self-service order, pricing, and document needs—we will design an ERP-integrated portal.