Customer self-service account portal

Elements

The pieces this function usually contains in a large organisation:

• Order and invoice history
• Pay a balance
• Download documents

Catalog items that already cover part of it

• MX: Ticket-to-invoice self-service (local QR) LATAM-0053
• Order history browser TKT-0021
• Customer account statement CRM-0011

What is not described

customer-facing portal.

Classification

Status

Present partially

Fit

Element candidate

Suggested module

ECOM: Online Store Hooks (optional, local-first)

Suggested attributes

Pro; priority Optional; optional online action. Starting points only.

Cluster

Second-pass additions: assisted selling, counters and miscellaneous

Public excerpts

domain analysis

Archetypes and companies

Foodservice and broadline wholesale distribution; Utilities and energy suppliers; Telecom, cable and device retail; Banks and credit unions; Online marketplaces and subscription commerce.

Example companies in these archetypes: Sysco, US Foods, Performance Food Group, McLane, Core-Mark, C&S Wholesale, Duke Energy, Southern Company, Exelon, NextEra, PG&E, ExxonMobil. These come from general knowledge unless a source code is shown on the archetype page; it is not a statement that each company runs every element, and it implies no relationship.

Closest industry pages

• Wholesale food and grocery
• Wholesale: diversified, building and industrial supplies
• Wholesale electronics, office and technology distribution
• Electric and gas utilities
• Water, waste and environmental services
• Renewable energy and solar
• Oil, gas and energy
• Telecommunications and mobile retail
• Banking, credit unions and cooperative banks
• Payments, remittance and money services

Previous: Dangerous-goods and hazmat labelling. Next: Wallet passes for loyalty cards, tickets and gift cards.

Status is a hand review against catalog names and descriptions and can be wrong. See the method.