Client Advisor Capabilities

Self-service capabilities for external customers in B2B/B2C scenarios

These capabilities are only available in Client Advisor mode—the customer-facing interface designed for end clients accessing their connected ERP.net instance.

Product Information

Instance | Client Only — Search and explore products from the connected ERP.net instance—find items by name, part number, or description. Browse the product catalog with natural language.

Pricing & Offers

Instance | Client Only — View product pricing, discounts, and special offers. Check active promotions and get personalized pricing based on customer agreements.

Shopping Cart

Instance | Client Only — Manage your shopping cart—add, update, and remove items before placing orders. Review quantities and totals through conversation.

Order History

Instance | Client Only — View your past orders, track deliveries, and check order status. Get details on shipped items and expected delivery dates.

Billing & Payments

Instance | Client Only — View your invoices, payment history, and outstanding balances. Access account statements and payment records.