Customer portal overview

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In 1C:Drive, a customer is a company's counterparty or counterparty's employee who acts as a customer representative.

The customer portal is a single workplace where a customer can do the following:

  • Manage purchases:
    • Order products.
    • Monitor orders.
    • Compare products.
  • Manage goods returns:
    • Request a goods return.
    • Monitor goods returns.
  • Monitor account balances:
    • View account balances.
    • View account reconciliations.
  • Manage customer account:
    • View contact information.
    • Change password.
    • Download supplier-provided documents (such as advertising materials).
  • Send support requests.

If you are a customer and want to use the customer portal, request the portal access from the company whose products you want to buy. You will be provided a customer account. You can use it to sign in to the customer portal. For details on how to work in the customer portal, see Customer workflow.

If you are a representative of a company planning to receive orders via the customer portal, set up the customer portal access. For details, see Company representative workflow.

Customer workflow

For you as a customer, the workflow in the customer portal is the following:

  1. Sign in to the customer portal.
  2. Order goods and services.
  3. Monitor order completion.
  4. Optional: Request goods return.
  5. Optional: Monitor goods return.
  6. Monitor documents issued by a supplier.
  7. Monitor account balances.
You might have questions about the customer portal use or inaccuracies in documents available in the portal. In this case, use the support tool to send a support request. To do this, go to Main menu > Support requests. For your convenience, the support tool is available in each document list.

Signing in to customer portal

To be able to sing in to a company's customer portal, contact the company to request the customer portal access.

The company will provide you with the customer account details. This can be a username or both a username and password. Use them to sign in to 1C:Drive. As you sign in, you access the customer portal.

Ordering goods and services

To order goods or services, use any of the following options:

Option How to use
Create order based on a quotation
  1. Go to Main menu.
  2. Under Documents from supplier, click Quotations.
  3. In the Quotations list, select a quotation and click .
  4. Review the items added to the product cart and edit the items list if needed.
  5. Click Create order.
Create order from a product cart
  1. Go to Main menu.
  2. Under Purchases, click Products cart.
  3. Drag and drop items to the product cart.
  4. Click Create order.
Note. In the product cart, you can compare products by their charaсteristics and price. This can help you make an informed product choice for your purchase. For details, see Comparing products.
Create order based on another order
  1. Go to Main menu.
  2. Under Purchases, click Orders.
  3. In the Orders list, select an order and click .
  4. Review the items added to the product cart and edit the items list if needed.
  5. Click Create order.
If the items list specifies that they are shipped from several warehouses, several orders are created.

After you post the order, it is sent to the company. You can monitor the order completion. See Monitoring order completion.

Monitoring order completion

To monitor order completion progress, use the following options:

Option Purpose How to use
Orders list Shows orders and their processing status.
  1. Go to Main menu.
  2. Under Purchases, click Orders.
  3. In the Orders list, check an order processing status in the Lifecycle status column.
Orders statement report Shows the quantity of products ordered, shipped, and pending shipment. Includes only the orders with the In progress status.
  1. Go to Main menu.
  2. Under Reports, click Orders statement and review the report details.

Requesting goods returns

This section is applicable if you need to return goods to a supplier's company. For example, this might happen if the goods are defective.

You can request a goods return only after you receive an invoice for the goods. To check the invoice:

  1. Go to Main menu.
  2. Under Documents from supplier, click Invoices and review the Invoices list.

To request a goods return, create an RMA request. To do this:

  1. Go to Main menu.
  2. Under Purchase returns, click RMA requests.
  3. In the RMA requests list, click Create.

Ensure you specify the problem with the goods and the invoice including them. Then click Send. The request is sent to the supplier's company. You can monitor its completion. See Monitoring goods return.

After you send an RMA request, you cannot edit it. If you do not want to send the request right away, just save it.

Monitoring goods return

To monitor goods return, use the following document lists:

Document list Purpose How to open
RMA requests Shows goods return requests, their status and expected completion date.
  1. Go to Main menu.
  2. Under Purchase returns, click RMA requests.
  3. In the RMA requests list, open the Sent tab and check the following columns:
    • Lifecycle status.
    • The request processing status.
    • Resolution. The action a supplier's company decided to perform to fulfill the request.
    • Expected date. The planned date of the request fulfillment.
Goods return Shows documents confirming that a supplier's company received the goods you returned.
  1. Go to Main menu.
  2. Under Documents from supplier, click Goods return.
Credit notes Shows documents confirming that a supplier's company approves refund for the goods your company returned.
  1. Go to Main menu.
  2. Under Documents from supplier, click Credit notes.

Monitoring documents issued by supplier

As a supplier's company fulfills your orders or requests, they issue the corresponding documents. Monitor them to check how your orders and requests are processed and ensure they are paid timely and accurately.

To monitor documents issued by a supplier's company, use the following document lists:

Document list Purpose How to open
Reconciliation statements Shows documents with details about transactions made between your company and a supplier's company within a certain period.
  1. Go to Main menu.
  2. Under Documents from supplier, click Reconciliation statements.
Quotations Shows documents specifying goods and services and their prices offered by a supplier's company.
  1. Go to Main menu.
  2. Under Documents from supplier, click Quotations.
Goods issues Shows documents specifying goods shipped by a supplier's company to complete your orders.
  1. Go to Main menu.
  2. Under Documents from supplier, click Goods delivery.
Invoices Shows invoices issued by a supplier's company to your company.
  1. Go to Main menu.
  2. Under Documents from supplier, click Invoices.
Tax invoices Shows tax invoices issued by a supplier's company to your company.
  1. Go to Main menu.
  2. Under Documents from supplier, click Tax invoices.
Goods return Shows documents confirming that a supplier's company received the goods you returned.
  1. Go to Main menu.
  2. Under Documents from supplier, click Goods return.
Credit notes Shows documents confirming that a supplier's company approves refund for the goods your company returned.
  1. Go to Main menu.
  2. Under Documents from supplier, click Credit notes.

To view a document from the document list, double-click a document line.

Monitoring account balances

To monitor your company's account balances, use the following reports:

Report Purpose How to open
Customer balance Shows the amounts due to a supplier's company and the amounts of your company's advance payments.
  1. Go to Main menu.
  2. Under Reports, click Customer balance.
Customer balance (by orders) Shows the amounts due to a supplier's company and the amounts of your company's advance payments. This information is represented by order.
  1. Go to Main menu.
  2. Under Reports, click Customer balance (by orders).
Statement of account Shows you company's detailed opening balance, payment amounts, and detailed closing balance. Each detailed balance shows the total amounts of receivables and payables.
  1. Go to Main menu.
  2. Under Reports, click Statement of account.

Company representative workflow

This section is for a company's representative responsible for the company's customer portal.

As you receive a customer's request for the customer portal access, do the following to provide it:

  1. Go to Settings > Users and rights settings.
  2. To enable the customer portal, in the External users section, select the Allow external user access checkbox.
  3. Optional: To apply additional restrictions to the information available to customers, in the Access group section, select the restrictions. For example, restrict customer access to information about certain products only.
  4. Click Access groups and create a customer access group based on the Customer profile.
    If required, specify additional restrictions.
  5. To create a customer account, go back to the External users section in Settings > Users and rights settings. Then, click External users and create an external user. Ensure that you do the following:
    • Specify a username, or both username and password.
    • Include the external user in the customer access group created in step 4.
      To do this, on the link bar of the external user card, click Access rights. Then click Add to group, and select the group.

    As you save the external user details, the customer account is ready for use. Provide its details (such as a username and password) to the customer.

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