Portal & Integration

Connected at Both Ends: Clients and ERP

The Customer Portal gives 3PL clients direct access to their own stock, orders and documents. The ERP integration keeps masters, rates and invoices in sync, with tenant isolation and 7 roles protecting everything in between.

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Warehouse supervisor using a portal dashboard and a rugged tablet at a packing station

A self-service portal for every 3PL client.

Each tenant gets its own subdomain. Clients see live stock, raise ASNs and orders, and download documents without calling your team.

  • Live Stock View

    On hand, quarantined, allocated and available, in the same layout as the Operations Console.

  • All Sites or One

    An aggregate view across sites, with an optional single-site filter.

  • ASN Submission

    Clients raise ASNs with a zone preference, ready for your receiving team.

  • Outbound Orders

    Orders can be created at any packaging level, from pieces to pallets.

  • Document Downloads

    GRN, GIN and invoice PDFs, found by document number.

  • Near-Expiry Register

    Expiry alerts scoped to the client's own products only.

The customer is always resolved server-side from the login token, so a client can never see another client's data. Portal logins are created by your operations team.

Two-way sync with your ERP.

Masters and rates come in from the ERP. Invoices and credit notes go back out automatically, with safe retries.

Pulled From ERP

Into Wareflux

Triggered manually when you need fresh data.

  • Customer MasterRun from the Customers page.
  • VAS Service CatalogueRun from the Integrations card.
  • Per-Customer RatesRun from the Customer Contract tab.

Pushed to ERP

Automatic

Saved in the same transaction as the invoice.

  • InvoicesSent as soon as they are issued.
  • Credit NotesLinked to the original invoice in the ERP.
If the ERP is unavailable, it retries after
  1. 30s
  2. 1 min
  3. 2 min
  4. 4 min
  5. 8 min

  • Idempotent

    The ERP is searched by reference before any record is created, so every retry is safe.

  • Encrypted Credentials

    Each tenant's ERP credentials are protected with ASP.NET Core Data Protection.

  • Ready for any ERP

    An extensible bridge table supports adapters for SAP, NetSuite, Oracle and more.

Security built into the architecture.

Every query is scoped to its tenant automatically, and every action is logged permanently.

Multi-Tenancy

Every table is tenant-isolated, and global query filters apply to every query automatically.

No cross-tenant access

Authentication & Roles

JWT tokens expire after 8 hours with a 7-day refresh. Seven roles run from System Admin to Portal User.

7 roles

Immutable Audit Log

Log rows are never edited or deleted. Each action is timestamped, tied to a user and scoped to a site.

Append-only

Background Monitoring

Trial balance every 15 minutes, expiry checks nightly and ERP push every 10 seconds, all logged and retried.

Always on

Nine live reports, ready to export.

Available on the Operations Console and the Customer Portal, with real-time data.

  • Real-Time
  • PDF Export
  • Excel Export

Stock

Where stock is right now, by state, LPN and location.

  1. 01

    Stock-on-Hand

    A live grid split by stock state, identical on both interfaces.

  2. 02

    Daily LPN Position

    Opening plus inbound, minus outbound, plus splits and other moves, equals closing.

  3. 03

    Location Insights

    Per bin: LPNs present with full history and a present or departed flag.

Movements

What came in, what went out and what work was done.

  1. 04

    Inbound Register

    Filter by date, customer, status or GRN number, with a PDF per row.

  2. 05

    Outbound Register

    Filter by date, customer, status or GIN number, with a PDF per row.

  3. 06

    VAS Jobs Completed

    By date, customer, service type and trigger, in Excel or PDF.

Control

Expiry risk, write-offs and count results for audit.

  1. 07

    Near-Expiry Register

    Grouped by expiry bucket, with bin, batch and customer details.

  2. 08

    Expiry Write-Off History

    An append-only record of every write-off.

  3. 09

    Cycle Count Audit

    Full variance history per line, including recounts.