Client Supply Fulfillment

Portal orders picked, packed, shipped, and invoiced.

When clients check out in the Client Portal storefront, Client Services confirms the order and Inventory bundles it into supply packages, picks lots, and ships. Invoices generate on ship and appear in the client's portal.

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Capabilities

What you can do

Confirm → Package → Ship

A clear hand-off between Client Services and Inventory.

Lot picking

Ship specific lots with traceability.

Invoices on ship

PDF invoices delivered to the portal automatically.

Connected features

Works hand in hand with

Client Portal

Supply Storefront

A shop for kits and supplies, fulfilled from your inventory.

Cart & checkout
Order history
Portal invoices

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Client Services AI

Email Ticketing

Shared mailboxes, turned into an organized ticket desk.

Two mail platforms
Cleaned message threads
Routing rules

Learn more

See Client Supply Fulfillment in action.

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