ERP Portal Designer for Customer and Vendor Portals
Build portal pages and workflows visually, then publish branded experiences for customers, suppliers, and partners.
Why teams need a ERP portal designer
Custom portal projects take too long
Traditional development cycles delay launches and create ongoing dependency on engineering for minor workflow changes.
ERP screens are not ideal for external users
Teams need modern, branded portal experiences without embedding external users directly in internal ERP interfaces.
Workflow changes are hard to maintain
Business teams need to iterate forms, approval rules, and page layouts as processes evolve.
Key features
Visual page and form builder
Create portal pages, forms, and data views without rebuilding front-end code for every change.
Reusable templates
Start from customer, vendor, returns, and onboarding templates to accelerate implementation.
Workflow orchestration
Configure routing, approvals, notifications, and conditional logic for external processes.
Brand and domain controls
Deploy a polished external experience using your visual identity and preferred domain setup.
Common workflows
Customer and vendor portals from one platform
Use shared design patterns while tailoring fields and actions for each external audience.
Rapid pilot then phased expansion
Launch one high-impact workflow first, then add additional pages and automations incrementally.
Operations-led process improvements
Enable business teams to adjust portal UX and workflow logic as requirements change.
Implementation timeline
- 1
Select the portal foundation
Choose a template aligned to customer service, procurement, returns, or compliance workflows.
- 2
Map ERP-backed data objects
Connect the entities and fields users need for forms, lists, and status views.
- 3
Configure role-specific experiences
Control who can view, submit, approve, and export based on role and account context.
- 4
Publish and iterate
Launch production pages and make future updates through configuration rather than project rework.
Design once, connect to your ERP strategy
The designer works with TenvioCloud's Epicor Kinetic native connector and with non-Epicor systems connected through REST APIs, CSV imports, or SQL integration paths. This gives teams a consistent portal layer across mixed ERP environments.
Security and role-based access
Permission-aware components
UI elements and actions can be shown or hidden by role to reduce user error and data exposure.
Server-enforced data filters
Data visibility is constrained at query time, not just in page rendering logic.
Governed workflow actions
Approvals, escalations, and exceptions can be routed with accountability and auditability.
Frequently asked questions
Ready to launch your ERP portal designer?
Request early access and we'll walk through your ERP data model, portal workflows, and rollout plan.