Electronic Document Distribution

Your quick reference guide
to Spindle Self Serve.

Spindle Self Serve Features

Features (Type) Your Staff
(Support User)
Your Staff
(Administrators)
Your Staff
(Users)
Your Customers
(Customer)
View a dashboard providing top-level account overview
View Order history with drill-down to line level
Hyperlink to courier service for consignment tracking**
View history of Invoices and Credits
Download PDF copies of Invoices and Credit Notes, Statements and Remittances*
View history of Statements
Download PDF copies of Statements*
Place orders
View Stock
See carousel of pop-up promotions at sign on      
Option to view all Sage Sales Ledger Accounts  
Option to view multiple/assigned Accounts    
View Customer sign-in history  
Browse stock items and edit photos/dimensions  
Import and manage pop-up graphics  
Assign specific pop-up graphics to specific accounts  
Theme changes      
Site Administration      
Receive enquiry email relating to an order  
Receive email notification confirming a new user has registered    
Enable, modify or delete users    

* Must have Spindle Document Management to use this functionality.
** Must have courier integration in place to use this functionality.

Compatibility

Sage 200 compatibility

  • Sage 200 2016 Extra On-premise
  • Sage 200 2015 Extra On-premise
  • Sage 200 2013
  • Sage 200 2011

Requirements

Server requirements

  • SQL Server 2008 R2 (or greater)
  • IIS 7 (or greater)
  • 120mb free disk space on IIS server

Client requirements

  • Minimum 1024 x 768 screen resolution
  • Internet Explorer 9 or above

Emailing

  • SMTP compliant mail server
  • SSL Certificate