Dealer Portal
Self-service for dealers, fewer calls for your team.
- Dealer access
- Self service
- Documents
- Centralised
- Requests
- Tracked
Orders
Outstanding
The business problem
Dealers called and emailed the internal team for order status, invoice copies and balance confirmations.
The same information was re-sent manually, many times a day.
Service requests arrived through personal contacts and were easily lost.
What INAI built
A secure dealer-facing portal connected to existing order and invoice data.
Self-service access to statements, documents and service request tracking.
An internal console for the team to respond, publish documents and manage dealer accounts.
What the application does
Order Tracking
Live status from order placement to dispatch.
Invoices & Statements
Downloadable documents and outstanding balance visibility.
Service Requests
Logged, routed and tracked to closure.
Document Library
Price lists, catalogues and circulars in one place.
Dealer Accounts
Controlled onboarding, roles and permissions.
Announcements
Targeted communication to selected dealer groups.
Inside the application
Orders
Outstanding
Dealer Dashboard
Orders, balance and open requests at a glance.
Orders
Outstanding
Order Detail
Line items, dispatch status and related documents.
Orders
Outstanding
Statement View
Ageing and outstanding summary with downloads.
Orders
Outstanding
Service Request
Raise, track and close requests with history.
What changes for the business
Routine information requests are handled by the portal.
Dealers get answers without waiting for office hours.
Internal teams spend their time on exceptions instead of repetition.
Interested in something similar?
Tell us how the process works today and we'll show you what it could become.