# Rover Portal
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This document is intended for users of the Zumasys' Rover Portal, i.e. customers of Zumasys. If you have deployed the Rover Portal to your own customers their experience will resemble what is described below within your own instance of the hub, i.e. hub.yourdomain.com.
# Registration Steps
- Contact Us to set up your contact information.
- Visit hub.zumasys.com and click on the Register link.
- Make sure the username is the email we set up for you as the contact.
- Once finished, click register and you will be forwarded to your profile.
# Reset Password
Contact Us to reset your password.
# Rover ERP Customer Portal Overview
The Rover ERP Customer Portal is a secure, self-service web platform that provides your customers with real-time access to their key account information. Designed for convenience and transparency, the portal makes it easy to manage invoices, service interactions and orders from a single dashboard.
# Key Features & Capabilities
# 1. Dashboard Overview
Upon login, customers see a dashboard with at-a-glance metrics for:
- Invoices – total amount spent, current balance and trends.
- Tickets – support or service tickets created, open or closed.
- Orders – orders placed or closed with real-time status updates.
Each panel updates dynamically with the most recent business date so your customers can proactively manage financial and operational activity.
# 2. Invoices Module
Invoice List View
Customers can sort and filter a table of invoices that shows:
- Invoice Number (linked for details or download)
- Due Date
- Type (Invoice, Credit, etc.)
- Invoice Amount and Balance
- Status (Outstanding, Paid)
- Pay button for quick payment
Download & Self-Service
Each invoice can be downloaded as a PDF with a single click.
Online Payment
Outstanding invoices are clearly marked and can be paid instantly through the Click to Pay button, reducing days sales outstanding.
# 3. Ticketing / Customer Service
Tickets Panel
Visibility into all customer service or support tickets ("cases" in Salesforce terminology) including open, in-progress and closed items.
Self-Service Tracking
Customers can check the status of their requests at any time which enhances transparency and reduces the need for phone or email follow-up.
# 4. Orders Module
Order Status
Summary and drill-down views for all orders placed, shipped or closed.
Order Details
Access order history, download related documents and track progress, shipment or delivery statuses in real time.
# 5. User Experience & Accessibility
Responsive Web Application
Fully browser-based and device-responsive so no software installation is required.
Security & Personalization
Access is controlled through email/contact records in the customer master file. Each customer's portal displays only their company's data.
Self-Service Philosophy
Designed to minimize support load and maximize independence by putting critical information and actions directly in the user's hands.
# How It Works (Sample User Flow)
- Login – Customer authenticates via a secure login page.
- Dashboard – Real-time metrics for invoice totals, open tickets and recent orders.
- Invoices – View or download invoice PDFs and pay outstanding amounts online.
- Support – Check ticket status or submit a new service request.
- Orders – Track order fulfillment or download shipping documents.
# Benefits for Your Customers
- Immediate Insight – No waiting on customer service for invoices, orders or ticket status.
- Faster Payments – Direct online payment shortens AR cycles.
- Enhanced Transparency – Customers always know where they stand.
- Reduced Support Overhead – Fewer routine calls and emails to your team.
- Audit‑Ready – All documents are downloadable for compliance and audit needs.
# Administrative Notes
- Setup – Portal access is managed via email records and security roles in the ERP customer master.
- Customization – The layout, fields and actions can be tailored to your organization's specific workflows.
- Integration – Tightly integrated with Rover's CRM, financials and service management modules to ensure data consistency and up-to-date information.
# Visual Reference
Screenshot Key
- Top panels: Real-time metrics for Invoices, Tickets and Orders.
- Invoice table: Direct download, outstanding balance and online pay for each invoice.