About the Kodaris Customer Mobile App for the Customer Portal

When using the Kodaris Customer Portal for your business, you have the option to leverage a native mobile app that provides a similar, all-in-one experience for your customers at no extra cost. 

The Customer Mobile App offers comparable functionality to the desktop version of the Customer Portal, while also offering optional Commerce features and an online shopping experience. The app enables your customers to do business with you from anywhere, at any time using a phone or tablet. It also syncs in real-time with the Kodaris Platform, which is integrated with your ERP, so all the information found on the app is up to date and accurate. 

When it comes to the app’s Customer Portal capabilities, it can be a mobile resource for your customers by allowing them to do things like view their order history, view and pay open invoices, make deposits, view quotes, and more. And with weekly platform releases, you’ll automatically receive the updates and new enhancements that are frequently added to the Kodaris platform and mobile apps.

Customer Portal App Features

Using the Kodaris Customer App, your customers have access to the following Customer Portal features:

• Order History
  • Search and view orders and all related order information, such as the date the order was placed, the purchase order number, the subtotal and total, the products ordered, files relating to the order, and more. 
• Payments
  • Search and view all open and pending invoices with the ability to pay open invoices. View invoice details, including the shipping and billing addresses, the products included in the order, the order’s subtotal and total, and more. 
• Payment Methods
  • Save new payment methods and access the existing payment methods on file; the Customer Mobile App supports U.S. ACH, Canadian EFT, and Card payment methods.
• Deposits
  • Add deposits to their account using the saved payment methods.
• Quotes
  • Search and view quote details, like the shipping and billing addresses, the products included in the quote, the quote subtotal and total, and more. 
• Locations
  • Reference all company locations and their related information, such as addresses, contact information, and a list of employees assigned to each location.
• Employees
  • View a list of all users associated with your company and edit their account permissions.
• Notifications
  • Set SMS and email notifications for their personal account. 
• Branding
  • Experience an app that incorporates your company’s brand elements, like logos and brand colors, so that it looks and feels like your own personally branded mobile app.

When using the Customer Mobile App, all of the features above are available for you to offer to your customers at no extra cost; however, if you decide that you want to provide a mobile shopping experience in addition to the Customer Portal capabilities, you can opt to add Commerce features to your app. 

No matter the app features you choose to include in your suite of technology, all Kodaris apps are compatible with Android and iOS and are downloadable in the App Store and Google Play. After an app is created, the Kodaris Support team can walk you through the app’s capabilities and answer any questions you might have. As part of the service Kodaris offers, we will also oversee your apps in the App Store and the Play Store so that your team can be as hands-off as possible while having the assurance that your apps are being managed properly. 

If you have questions about any of the apps, feel free to reach out to our Support team. We’re readily available to answer questions, walk through the app capabilities, or discuss ways we can work together to make app customizations that better serve you and the many other distributors that partner with Kodaris.