An Off-the-Shelf Customer Portal, Ready to Deploy
The pre-built Swift Customer Portal (Sales) is an enterprise-grade solution seamlessly integrated with JD Edwards. It empowers your external users and customers with a secure, transparent digital experience – giving them real-time access to critical sales, invoice, and payment data whenever they need it, entirely on demand.
Following are some of the key features:
Financial Dashboard
Secure External Access
Active Sales Orders
Invoice Details
Payment History
Secure & Compliant
Dashboard & Financial Overview
Transform Customer Experience with a Secure, Real-Time Sales Portal
The Swift Customer Portal (Sales) is a modern, pre-built solution designed to extend your JD Edwards (JDE) system securely to your external customers. Built on the powerful Swift no-code platform, this portal delivers real-time visibility into sales, invoices, and financial data – all through a seamless, user-friendly interface.
Empower your customers with self-service access to their transactions while maintaining complete control, security, and data integrity within your JDE environment.
One Dashboard. One Place for All Your Analytics, Reports, and Actions.
From the moment customers log in, they are presented with a comprehensive financial snapshot of their account.
➢ View credit limits and utilization
➢ Track paid invoices vs previous periods
➢ Monitor open balances and outstanding amounts
➢ Compare current performance with historical trends
This centralized dashboard enables faster decision-making and improved financial transparency for your customers.
Orders Shipped
Stay updated with recently shipped orders through a dynamic list view that highlights key details such as order number, shipment status, quantities, and dates – giving customers instant visibility into completed deliveries.
Top Orders Placed
Quickly identify high-value or priority orders with a curated list of top orders placed, enabling customers to track significant transactions and monitor performance at a glance.
Invoices
Get a quick snapshot of your invoices with real-time visibility into open amounts, recent invoices, and outstanding balances—all directly from the dashboard.
Pending Invoices
Quickly identify and review pending invoices using powerful filters, allowing you to track outstanding amounts and take timely action – while ensuring each customer can securely access only their own invoices.
Payment History
Customers can easily review complete payment history with detailed insights into invoices, payments, tax details, and gross amounts, supported by flexible filters for date and amount.
Each customer can securely access only their own payment records, ensuring complete data privacy and strict separation of financial information.
Sales Status
Get real-time visibility into your sales order status, including shipped, picked, ordered, and invoiced items, helping you track progress across the entire order lifecycle.
Quick Recap
Why Swift Customer Portal?
Traditional portals take months to build and deploy. Swift eliminates that complexity.
➢ Pre-built and ready to deploy
➢ Seamless JD Edwards integration
➢ No-code customization flexibility
➢ Enterprise-grade security
➢ Faster time-to-value
Deliver a modern digital experience without disrupting your existing ERP workflows.
Key Features at a Glance
➢ Financial Dashboard & Insights
➢ Secure External User Access
➢ Active Sales Orders Tracking
➢ Invoice & Payment Visibility
➢ Advanced Filtering & Reporting
➢ Sustainability & Custom Reports
➢ Downloadable Documents (PDF)
How Swift helps you Innovate Faster
Swift accelerates digital transformation by enabling business users to automate processes, integrate JD Edwards workflows, and deploy solutions rapidly with minimal IT effort. Business Analysis / Power Users build and adapt business applications, workflows, dashboards, and integrations through a low-code platform that enables rapid response to changing business needs.
Get started with Swift
Other Swift Solutions
Get Started with Swift
Sign up for Swift Start and get a fully functional Swift instance, pre-integrated with a JD Edwards demo instance. You can explore the pre-built apps available on Swift App Store, customize them or create your own from scratch and share them with your peers.
Join Swift Online Training
Join us for the Online Training and learn to design, build, deploy and launch mobile and web apps in a matter of minutes, and how they are automatically integrated with JDE applications, orchestrations and databases without the need to write a single line of code.
Get Swift Certification
Swift Certified Consultants are responsible for designing, developing, launching, extending and managing Swift applications. Join some of the most innovative and reputed JDE professionals in the industry by getting your Swift functional or admin certifications.