Client portal
User manual
Table of content
Introduction
Glossary
Web application
Dashboard

Introduction

This user manual explains the Asamco client portal.

Glossary

The status symbols are as follows:
= Client portal (This button takes you directly into the client portal app)
= Create ticket (This button opens a new ticket creation screen)

• = Pay now (This button allows you pay for an invoice)

= Statement (This button allows the user to download a PDF statement)
= Update (This button allows the user to update info in their account details)

Web application

Sign into the Asamco portal using this link: https://asamco-portal.azurewebsites.net/#!/auth/login
You should see the login page displayed as shown below:
Fill in your username and password and you will now be logged into the portal. Note that as the portal is developed the appearance might change slightly.

After logging in please select the relevant organisation you want to work in. For this user manual we will be selecting the Asamco demo organisation.




Click on the Client portal company and you will be presented with the companies and the connected applications that are linked to each company.

After clicking on the Asamco client portal company, you will be presented with an overview of all the connected applications linked to that company. The connected applications you can see here are managed by permissions that are assigned by the organisation's administrator.

Dashboard

The first screen you will see after logging in is the client portal overview screen.

On the top of the screen you will find the invoices including the total purchase amount and total number of invoices in the last 12 months.

Next to the invoices you will see the outstanding invoices as well as the total amount you currently owe to the supplier.

The "Your account" block provides all the clients personal information including the address and tax number. These fields can only be updated by the supplier.

Your account manager is provided by the supplier and will provide you with the necessary support required regarding any overdue amounts or queries of incorrect billed amounts.

In the report block, you can download a PDF copy of your current up to date statements.








After clicking on the statement download button the following notification will be displayed, followed by a preview of the client's statement.

The statement can then be downloaded by clicking on the green download button on the bottom right of this pop-up screen.

The transactions screen will display all the clients past and up to date transactions including all invoices, credit notes and payments that have been made.

The pay now option allows clients to pay currently outstanding invoices by clicking on the green pay now button. As well as a download button for downloading statements.

The tickets allow the user to log any queries or issues regarding the payment of invoices or incorrect billed amounts. The mini pop-up screen also shows an overview of all current pending and resolved tickets with their priority levels.

A new ticket can easily be created by clicking on the create ticket button shown below:

The following screen will then be displayed where the client then needs to fill in the subject of the ticket, the due date, set the priority level, select a ticket type using the drop-down menu and lastly fill in a message describing the reason for the ticket.

After selecting the ticket type you can then upload and attached the relevant supporting documents related for this ticket.








Once all the relevant ticket information has been filled in the client then needs to submit the ticket by clicking on the green submit button on the top tight of this screen as shown below:

Once the ticket has been submitted you can then find it in this ticket overview screen.

To navigate back to the previous dashboard screen, click on the dashboard button in the left tree menu as shown below.

There is also a Top 5 items screen from which you can preview between qty and revenue-based items. By using the toggle button shown below: