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Standard edition from 30 EUR / month
Product requires one of the ERP systems below to function properly
Main benefits
• Lower support burden – clients download invoices themselves and check the status of the order or complaint. • Direct integration with ERP Helios – data is automatically transferred between the portal and Helios. • 24/7/365 availability – access to data and ordering at any time. • Faster payments thanks to access to advance payment slips, PDF/ISDOC invoices and receivables. • B2B ordering according to individual prices, discounts and stock availability. • Fewer errors thanks to recording and transferring requests, orders and other data to Helios.
Client zone and account management
• Overview dashboard with account status, pending orders, credit and latest reports. • Management of users and roles with different levels of authorization, for example for buyers and accountants. • Centralized history of documents, requests, communication and other interactions. • Overview of contact details, billing and delivery addresses and contact persons. • Possibility to request correction or change of contact details via the form.
Orders, offers and price lists
• Overview of orders and their status, creation of new and editing of pending orders. • Individual price lists, contract prices, matrix discounts and customer promotions from ERP Helios. • Current information on stock availability. • Overview of active and historical offers and marking of offers before expiration. • Repeating a previous purchase. • Import of large orders from Excel or CSV. • Search for goods using QR or barcode according to EAN, product code, batch or serial number.
Invoices, receivables and delivery notes
• Access to issued and advance invoices, credit notes, delivery notes and contracts. • Download documents in PDF and ISDOC formats. • Overview of paid and unpaid invoices with the possibility of downloading payment documents. • Overview of delivery notes linked to specific orders, including details of items, batches and serial numbers. • Possibility to download the signed delivery note.
Complaints and requirements
• Overview of applied complaints, their current status and the possibility to enter a new complaint. • Entering requests, for example, to change the date, edit data or approve a document. • Automatic entry of the request into the relevant ERP Helios module, for example Service, Requirements or CRM. • Automatic processing of the request or its assignment to the responsible employee according to the set rules. • Monitoring the progress of processing requests, service interventions and complaints in real time. • Complete history of requests and related communication for both the customer and the supplier.
Documents to download
• Technical sheets, instructions, certificates, safety data sheets and price lists linked to the purchased goods or a specific order. • Valid framework agreements, amendments and protocols from the relevant folder in Helios.
Automatic notifications
The portal can automatically send email notifications when defined changes occur, such as when a quote or invoice is issued, a complaint is processed, goods are shipped, or an order is moved.
| Standard | Custom | |
|---|---|---|
| Requirements management | ||
| Invoicing and receivables | ||
| Contact details | ||
| Delivery notes | ||
| Offers | ||
| Order management | ||
| Stock status in real time | ||
| Notification by e-mail | ||
| Product identification using a QR/bar code | ||
| Order system | ||
| Complaints | ||
| Tracking the status of orders | ||
| Downloadable documents | ||
| Price lists | ||
| Quick Order | ||
| User and role management | ||
| Price per month | 30 EUR | 0 EUR |
| Price per month (billed yearly) | 27 EUR | 0 EUR |
Prices are excluding VAT.
Active Directory
The Helios AD service is a connection to the Helios ERP system, allowing you to load groups and users from Active Directory (AD) groups at defined intervals. The plugin will check users assigned to groups for the Helios database. If the user is in an AD group assigned to the Helios database and is not specified in it, the service will add the user with data according to AD and a defined role of rights.
ADAPTY CRM &
ADAPTY CRM gives sales reps one workplace for everything: work queue, pipeline, and the next step for each opportunity, without switching between records. Its AI knowledge layer summarizes the current stage, changes, and recommended next steps using data from ADAPTY, ERP, and the customer’s website. Sales managers get a real-time overview of the entire team and pipeline. Helios Inuvio integration is included, but the CRM also works without ERP.
ADAPTY Maintenance
ADAPTY Service & Maintenance combines dispatching, planning and service evaluation in one process center. Field technicians use a mobile app to view jobs, machines and service history, record materials and work, add photos and have customers sign service reports on-site. The calendar manages technician capacity and inspections are generated automatically. Reports show service hours, billing and the most failure-prone machines. Helios master data integration is included, but ADAPTY also works without ERP.