Add-on · €29 a month

Customer portal

The Customer portal adds a sign-in page under your name for the customers you already have. They sign in with the email address you hold for them and see their delivery on its way, their past orders and, if you run Loyalty, their loyalty card. They can also place an order for delivery or collection and pay when it arrives.

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What a signed-in customer sees: a welcome, their delivery on the way with the driver's name, their loyalty card with QR code, and the start of the order list.

See it in one minute.

Customer portal

What it does.

  • Open or close it any time

    Switch the portal on and copy its link to send to customers. Turn it off to close it at any time.

  • Your title and welcome message

    Set the portal's title and a welcome message your customers see when they sign in.

  • Choose how far back they see

    Decide how many days of order history customers can look back through, from 30 to 730 days.

  • Choose what they see

    Show or hide their orders and their deliveries.

  • Only customers you already hold

    A customer can create an account only with an email address that matches one of your saved clients.

  • 500 customer accounts included

    A meter shows how many accounts are in use out of 500. Sign-up stops when the limit is reached.

  • Revoke or restore an account

    See every customer account and revoke one at any time, which frees its place. You can restore it later.

  • Their delivery on its way

    Customers see a delivery that is on the way and the driver's first name.

  • Order online

    Customers add your priced Warehouse items to a basket and order for delivery or collection, paying when it arrives or when they collect. The basket shows the delivery fee before they order, with the distance if you charge by distance. A client on a fixed or free delivery charge sees “Delivery (your rate)” or “Delivery is free for you” instead. 'Use my location' uses the phone's GPS instead of the address; the position goes only to Flow, never to OpenStreetMap. If you do not deliver past your last band, an order further away is refused with a message. Prices and fees are worked out again on the server.

  • Their own prices

    A customer with their own price list sees and pays their price, marked “your price”.

  • Orders land in Delivery

    A delivery order from the portal appears as a new drop in your Delivery screen, with its own tracking link.

  • Ships from the nearest warehouse

    With more than one warehouse, a portal delivery order ships from the active warehouse with a map position nearest the customer, and the distance fee is measured from it. Without a customer position, or for a collection, the order ships from the default warehouse you set in Settings.

  • Order history

    Customers see their past orders with reference, date, items and total.

  • Loyalty card in the portal

    If you also run Loyalty, the customer sees their card with stamps, points and tier, and a QR code to show at your counter.

Real screens.

From the app, using a demo company.

A customer placing an order: items with Add buttons, a basket and total, delivery or collection, address, phone and note, and their past orders below.
A customer placing an order.
The portal settings: accounts in use out of 500, the open switch, the portal link with a copy button, title, welcome message and history days.
The portal settings and link.
The list of customer accounts with their email addresses and a Revoke button on each.
Customer accounts with Revoke buttons.
The choice of what customers can see, above the list of customer accounts.
What customers can see.

Price.

Prices exclude VAT. Needs the Delivery module. See all CySo prices.

€29 / month + VAT

The Customer portal is an add-on on the Pro plan or above and needs the Delivery module. 500 customer accounts are included, and customers do not use your staff seats. Yearly costs the same as 10 months.

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Works well with.

DeliveryAssign deliveries to your drivers, follow each drop step by step, and give the customer a tracking link.See the module LoyaltyStamp cards, points and tiers for your regular customers, scanned at your counter.See the module WarehouseFull stock control by bin, lot and expiry date, with every movement recorded.See the module ClientsEvery client in one place, with their details, jobs, invoices and what they owe.See the module

Try the Customer portal in CySo Flow.

Start on the free plan and switch modules on from inside the app.

Open CySo Flow All modules