Customer portal
The client company's accountant signs in with a code from their mailbox, no password. They see exactly what concerns their company: documents with payment and signature state, orders with the waybill, the balance owed per currency. With your permission, they order from your price list at their own discount.
Supplier Ltd
Marchenko Trading
INV-00218
Invoice
ACT-00074
Act
How access opens
The cabinet is tied to a company in your CRM. A person gets access to that company's documents, not a password to your system — and you take that access away with one click.
Step 1
On the company card you enter the accountant's address — an invitation goes out in your workspace's name. Or you print a join code on the invoice and the client asks for access themselves.
Step 2
Instead of a password — a six-digit code by email. It works once, lives a few minutes and burns after a few wrong attempts. There is no password to steal or forget. If the client already has an Obriym account at that address, the cabinet opens right inside their CRM — no code.
Step 3
A request made with a code opens only after your "Approve". Right there: the company's discount and the "Allow ordering" switch — the price list is visible only to the people you opened it to.
Step 4
Documents, orders, payments and the supplier card — in a cabinet of their own. Revoke the access and it disappears on the next request, with no forgotten accounts left behind.
What the client sees
Invoices, acts, delivery notes, proposals and contracts — no drafts, nothing voided. Next to each: paid or not, signed in Vchasno or still waiting. The signed original downloads from the same place. The client is emailed about every new document the moment you issue it.
Create a payment link in the CRM and a "Pay invoice" button appears on the invoice page in the cabinet. The money goes to your account at the payment provider, and the payment lands on that order.
Confirmed orders with their lines, status and waybill number. A tracking link appears only where the carrier genuinely supports one.
"Balance due" follows the same rule as your CRM: only confirmed orders, only settled payments. Different currencies are never added into one figure.
Once you allow it — search in the price list, a cart, a comment, "Send". The client sends only the product and the quantity; the name, SKU and discounted price come from your catalog, never from the browser. Changed their mind before you confirm? They cancel it themselves, and the stock goes back.
A reselling partner takes the product's photos, videos, texts and specifications for their own store, and can have an order shipped straight to their own customer — under your waybill.
A reconciliation statement from the recorded history start, with opening balances, advances, returns and corrections per currency; PDF for two signatures and a Pay button when the order's balance is clear.
The client writes to you straight from the cabinet — the message lands in your Inbox beside your other channels, and your reply reaches their cabinet and their email. From the same place they ask to return goods from a shipped order; what goes back on the shelf and whether money is refunded is your call when the parcel arrives.
“From 24 pcs — cheaper”: the cart shows the wholesale price as soon as the quantity reaches it, and the client gets the better of the two — the wholesale price or their own discount. A partner shipping to their own customers picks a saved recipient instead of typing the address every time.
What you control
The portal does not live in settings: everything that concerns one client sits on that client's card in the CRM — beside the documents, orders and history.
Fewer "could you resend the invoice" calls
Fill in your requisites, invite the accountant from the company card — and they will see the next invoice themselves, with its payment and signature state.