Customer Self-Service

Let customers see what you see.

Put real-time stock, orders, and tracking in your clients’ hands. Fewer calls. Faster answers. Happier customers who stay informed without chasing.

Live data.

Proactive alerts.

Personalised access.

Start seeing results straight away.

Offer a more personalised experience.

Give each client a tailored view of stock, orders, charges, maps, and KPIs. Turn on only what they need today and scale access as relationships evolve. You stay in control while customers feel seen and supported.

Real-time data without the noise.

Live queries power every page. Clients answer their own questions on availability, pick progress, and dispatch status. Inbox volume falls. Response times improve. Everyone gets on with the work that matters.

Notifications on the moments that matter.

Set rules for order released, pick started, failed QA, or goods despatched. Customers receive timely alerts and can drill into detail without raising tickets. The result is fewer surprises and smoother weeks.

Controlled access by role.

Create custom roles to match your clients’ teams. Show one user only stock. Enable another to see charging data or a 3D warehouse map. Expand or restrict permissions in clicks. Governance stays tight.

Meet expectations with instant transparency. Work smarter.

Consumer apps have set the bar for live status and location updates. Your clients expect the same clarity from their warehouse partner. Clarus WMS delivers a secure, branded portal where they can log in and self-serve the essentials. Live inventory. Order milestones. Shipment tracking. Fewer back-and-forth emails and more confident decision-making for both sides.

How this feature helps your team.

Head of Operations reviews client portal adoption and SLA performance in real time.

Head of Operations

Design the service once and deploy it across accounts. Decide which data to expose, what alerts to send, and when to escalate. The outcome is predictable SLAs, fewer noise calls, and measurable gains in satisfaction without adding headcount.

Customer Service Manager monitors fewer inbound queries as clients self-serve order and stock data.

Customer Service Manager

Shift from reactive email triage to proactive care. With customer self-service, common questions disappear and edge cases stand out. Your team focuses on exceptions and value-add updates rather than copying data between systems. Inbox pressure drops. Morale rises.

Account Manager checks live inventory, pick progress, and tracking without emailing the 3PL.

Account Manager

See your stock the way your partner sees it. Track orders from release to despatch. Drill into shipment tracking when customers call. Self-service removes uncertainty and lets you plan with confidence. No tickets. No waiting. Just clarity on demand.

Customer self-service that just works. Deliver more.

Welch Group wanted clients to see the same truth as the warehouse team. Clarus WMS delivered a secure, branded portal with live stock, order milestones, and tracking. Customer queries shifted from “chase and wait” to self-serve clarity. Inbound emails fell, updates sped up, and service reviews focused on improvement rather than status checks.

FAQs

How secure is the client portal?

Security is built in from the ground up. Each client gets its own roles and permissions, so users only see the data they are authorised to view. Access can be limited to stock, or expanded to include orders, charges, and even a 3D warehouse map. All views are tenant-isolated. You keep tight control while giving customers the clarity they need.

Can we tailor what each customer sees?

Yes. Create custom roles per account and toggle access to modules and fields in clicks. Start with a simple stock-only view and add order status, charging data, or warehouse maps as expectations grow. Configuration is fast and reversible, so you can adapt without risk.

Will customer self-service really reduce our admin load?

It will. When clients can check inventory, see who is picking, and confirm whether a despatch has gone ahead, they stop emailing for updates. Many teams see inbox volume fall sharply (some by up to 60%) and repurpose that time to improve processes and service levels.

Does the portal show real-time information?

Yes. The portal is powered by live database queries. As soon as a pick starts or a shipment is confirmed, clients see the change. They get the immediacy they’re used to from consumer apps, now applied to warehouse management.

How does customer self-service improve our customer experience?

Transparency builds trust. Clients get answers instantly, plan more accurately, and hold fewer internal meetings to chase status. Your team spends less time appeasing and more time delivering. The relationship becomes collaborative rather than transactional.

Can we brand the portal for our business or specific clients?

You can apply your brand and present a clean, professional experience that feels native to your service. Combined with role-based access and configurable notifications, the portal becomes a reflection of your standards and responsiveness.

Explore latest features
We’re always adding new tools to make warehouse management simpler and smarter. From improved reporting to enhanced mobile workflows, our latest updates are built to help you move faster, reduce errors, and stay ahead.

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