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Tall Emu v3 Customer Portal Demo

What can customers do in the new Tall Emu Customer Portal?

See the new branded B2B portal, part of Tall Emu v3, in action: products and stock, quick ordering, saved and scheduled orders, order tracking, quotes, warranty, jobs, equipment, support, invoices and payments - all connected to Tall Emu.

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In this video, we're going to take a quick look at the totally new Customer Portal. This is going to be released as part of version three, and it's a huge expansion over the portal that we already have.

So first of all, you can just see visually we have a nice sort of image-based category homepage. There are several different themes that you're able to choose from for the customer portal. I'm going to stick with this one for now, but the whole portal can be branded and themed to suit your business, your colours, your logo, and so on. So we've got these big categories here.

We can scroll down, and we can see what the customer has recently ordered, any open orders, and things like that. And then as we go through the menu, we can see we've got the ability to purchase products, quick orders, save lists, even scheduled orders.

We can look at prior orders. We can track consignments in transit, deal with quotes, artwork, warranty claims.

Suppliers - only if you're a supplier. You're able to give this to your suppliers as well in a supplier mode. So we'll just skip over that for now.

And then we have services, equipment service due, and general support tickets.

And then finally, of course, we have the account management that lets us go and manage an account with your organisation - to let your customers do that, actually - so they can see and pay invoices online. So that's a minute and thirty seconds. Let's go now and look at some of this stuff in more detail.

So let's jump in by category. We can now see that these products are in the category. That's out of stock. We can control whether or not we see products that are in or out of stock. I'm going to add some of those brownies to my cart, and that's now done. So that's just placing an order. It's directly accessing data inside CRM.

If I go back to my homepage again, and this time I'll go by products, we can now see that we have products by category, and we've got a list view or a card view, and then I can filter those. So for example, products I've ordered or had quoted before, or I can jump in by category as well and let's see what we get. Should see the brownies. There we go. So we can clear those filters. There's filters here that actually will also change based on product properties. They're not shown here. I'm going to toggle here for in stock only as well.

Now, buying via Quick Order lets you just simply paste in product codes,

Saved lists. Let's hope I haven't done anything silly. Test, like a birthday list. So I can look here. Here's my list. I can add those to the cart. I can turn it into a scheduled order.

If I jump into the orders menu, here are my orders. These are the ones. There's their status. Quick reorder button there, which I think is quite nice.

And we could go and just click on any one of those. Let's click on that top one.

Let's click it hard. There we go. So we can see in this case, two of those are ordered. There's two on backorder. We've shipped these two. We haven't shipped anything there because it's freight, and you can see, in fact, here, that we've shipped that via TNT Express, and we have a tracking link here as well. You can download a PDF of that also.

I can look at tracking, and I can see where my consignments are up to. There we are.

I can look at quotes. In CRM version three, quotes are changing somewhat. So I can go here, and this is the current quote. The new version actually has a far nicer online quoting structure than this that allows you to modify quantities and things like that, but you can see we have access to that data.

Look at returns and warranty. I can start a claim. What this does is basically logs a support ticket.

And then for those of you that deal with assets and asset management and services and jobs, this is quite nice. So we can go into jobs and service. Here are my jobs, the job they requested. Click on that job. There we are. There's some very, very basic detail on the job.

If I go into my equipment, I can see I've got a coffee machine with a certain serial number. I can click in. As the customer, I can see these details. A little boring, there's no service history, but all of that service history, service schedule is all accessible here.

And as you can see, you can book a service, report a fault, make a claim, order parts, and so on.

And then we can look for services that are due and raise and follow up support requests, and these just correspond to tickets inside CRM that your customers can log with you.

If we go to the account part, the account overview has dramatically improved, actually. So we can see there's a $5.50 balance. The last payment was $1,000. I can make payments as before.

I can see my open invoices and payments, and because this is test data, there's really not that many. I can look at credit notes. I can look at payment history.

I can securely manage credit cards on my account with Stripe, update, or rather request an update to my addresses, and we can deal with customer profiles as well. So it's a fairly significant update.

It makes it easier for you to go and give this as a tool to your customers to let them order product and visually, yeah, much more appealing than our old portal. So that's the update on our customer portal product.

Tall Emu v3 · 6 minutes 14 seconds

The short answer

What can customers do in the Tall Emu Customer Portal?

The new Tall Emu Customer Portal gives your customers a branded self-service place to buy products, repeat orders, follow deliveries, work with quotes, lodge warranty or support requests, view jobs and equipment, and manage invoices and payments. The portal works with the customer, product and transaction data already held in Tall Emu, so the customer-facing experience stays connected to the same sales and operational process your team uses.

In this demo

Jump to a section

What's new in the Tall Emu v3 Customer Portal?

The new Customer Portal is part of Tall Emu v3 and is a substantial expansion of the existing Tall Emu Customer Portal. It combines a more modern branded customer experience with more ways for customers to order, check progress and manage their relationship with your business without having to call or email for routine information.

Branded to your business

Choose a portal theme and apply your own colours and logo, with an image-led category homepage.

Products and ordering

Browse by category, see available products and stock, use list or card views, filter products and add items to cart.

Fast repeat buying

Quick Order, recently ordered products, saved lists, scheduled orders and one-click reordering support repeat B2B purchasing.

Orders and freight

See order status, backorders and shipped quantities, download documents and follow consignments using tracking links.

Service and support

Customers can work with jobs, equipment, service schedules, faults, claims, parts and support tickets.

Accounts and payments

View invoices, payments, credit notes and balances, make payments and securely manage payment cards through Stripe.

A B2B ordering portal connected to Tall Emu

Customers can browse products by category, switch between card and list views, filter by product history or product properties and control views such as in-stock-only. Quick Order is designed for customers who already know the product codes they need, while saved lists and scheduled orders make regular purchasing quicker.

Portal order → Tall Emu Sales Order → normal stock, fulfilment, freight, shipment, invoice and payment process. The portal is another way for the customer to interact with the same business process, rather than a separate order system.

Customers can see what is happening after they order

The order view shows status and line-level progress, including backordered and shipped quantities. Where shipment tracking is available, customers can follow the consignment through the carrier link rather than contacting your team to ask where the order is.

The portal goes beyond ecommerce

The same portal can expose quotes, returns and warranty claims, support requests, jobs and customer equipment. For equipment and service businesses, customers can see serial-numbered assets and service information, then take actions such as booking a service, reporting a fault, making a claim or ordering parts.

Account self-service, invoices and payments

The Account area gives the customer access to balances, invoices, payment history, credit notes and online payments. Customers can also securely manage credit cards through Stripe, request address updates and manage customer profiles.

Common questions

Questions about the new Customer Portal

Can the Tall Emu Customer Portal be branded?

Yes. The v3 portal supports different visual themes and can be branded to suit the business, including colours and logo.

Can customers place orders through the portal?

Yes. Customers can browse products, add items to their cart and place orders using the customer and product data already held in Tall Emu. Portal orders enter the normal Tall Emu sales process.

Can customers see products and stock?

Customers can see available products and stock information, with controls for in-stock and out-of-stock product visibility.

Does the portal support quick repeat ordering?

Yes. Quick Order accepts pasted product codes. Saved lists, scheduled orders, recently ordered products and a Quick Reorder option on prior orders make repeat purchasing quicker.

Can customers track their orders and freight?

Yes. Customers can view order status, backorders and shipped quantities, and where tracking information is available they can follow consignments in transit using the carrier tracking link.

Can customers access quotes?

Yes. Customers can view quote information in the portal. Tall Emu v3 also introduces a richer online quote experience, including customer interaction with quote quantities.

Can customers raise warranty claims or support requests?

Yes. The portal can start returns or warranty claims and raise support requests. These become support tickets in Tall Emu for your team to manage.

Can customers see jobs, equipment and service information?

Yes. The v3 portal can expose jobs and customer equipment, including serial-numbered assets, service history and schedules, with actions such as booking service, reporting faults, making claims and ordering parts.

Can customers view and pay invoices online?

Yes. The Account area can show balances, invoices, payments, credit notes and payment history, and customers can make payments online. Customers can also securely manage payment cards through Stripe.

Can suppliers use the portal too?

Yes. The portal can also be made available to suppliers in supplier mode.

Explore Tall Emu

Customer Portal overview Order management → What’s new in Tall Emu v3 →

Give regular customers self-service without losing control.

Let customers place repeat orders, follow their existing business and manage routine account tasks while Tall Emu keeps the customer, order and operational process connected.

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