Approved records.Customer access.Less chasing.
Each customer signs in to see their own orders, lots and the documents you've approved for them.
The right documents, shared with care.
Follow one customer lookup
They see only their own records
Each contact signs in to a portal with your branding.
How the portal works: access, documents, notifications and plans
1. They see only their own records
Each contact signs in to a portal with your branding.
They see records for their own company only.
Auditors can be given read-only access to the same view.
- Domain
- Confirm custom web address options with us at setup.
You decide which contacts get access and what they see.
Portal · your logo
Customer A · QA contact
- Access
- Own records only
- Orders
- Customer A only
- Other customers
- Not visible
- Auditor access
- Same view, read-only
- Branding
- Your logo and colours
Access is set per customer contact.
2. From shipment to lot
Click a shipment to see its order and lots.
Lot and serial numbers come from what was shipped.
No one in your office has to look it up.
- Traceability
- Built on the same lot records used for traceability.
It shows what was recorded at shipping; unrecorded lots can't appear.
Shipment SH-3302
Delivered Tuesday
- Order
- SO-2187
- Product
- Product A · 40 cases
- Lot
- L-5498
- Serials
- Where recorded
- Clicks
- Two
Lots come from the shipping record.
3. Approved Documents, Ready to Download
Approved certificates and pack documents can be downloaded.
Email notifications can be sent for shipments, holds or certificates.
Each notification delivery is logged.
- Notifications
- Email notifications use the notifications feature (Professional and Enterprise).
Certificates appear only after your quality team approves them.
L-5498 · documents
Shared with Customer A
- Certificate of analysis
- Approved · PDF
- Pack documents
- Batch record
- Not shared
- Notification
- Emailed when CoA ready
- Delivery log
- Kept
Only documents you choose to share.
The portal reads from your records
Shipping, lab results and traceability feed what customers see.
- ShippingPick, pack and ship orders with the lots that went out.See Shipping
- This pageCustomer portalLet customers look up their shipments, lots and certificates.
- Lab & QCSample plans, results against limits and out-of-spec review.See Lab & QC
- Supplier PortalCollect supplier certificates and follow up on issues.See Supplier Portal
AI and Customer portal
Clarify what customers can see
Clarify what customers can see
Use AI help to explore customer access to orders and shared records. Answers on this website do not retrieve private customer information.
Everything in this feature
What the customer portal uses, and which plan each item needs. Compare plans
Customer portal
Professional and EnterpriseOrders, lots, CoAs, pack documents.
Portal foundation
Professional and EnterpriseBranded access to their own records.
Customer complaints
Availability to confirmCustomers log a complaint and follow its status.
Customer approvals
Availability to confirmCustomers approve or request changes on document versions sent for review, and approve or reject lots held for their sign-off, with a typed-name signature.
Recall notices
Availability to confirmCustomers see recalls that affect them.
Notifications
Professional and EnterpriseEmail when records are ready.
Traceability
All plansShipped lots.
Availability to confirm: the capability exists in V5, but which plans include it, and whether it is enabled for you, is not yet confirmed — ask us. Your team decides who sees what. Customers can't change records.
Explore the sample records.
Open a sample report to review its contents, supporting references and how the record is built.
UltimateSample report
Certificate of Analysis (CoA)
Test & release
- Ultimate
Sample report
Packing Slip
Ship & trace
Quality Evidence & Management Review Buyer Guide
A 19-page guide to quality decisions you can show evidence for: management review, lab results, approved suppliers and customer document sharing.
- Management review: inputs to owned decisions, with a worked quarterly review
- Lab results: specifications, out-of-specification investigation and release boundaries
- Approved suppliers: scope, evidence, expiry and a lapsing certificate
- Customer document sharing: approval, revision, withdrawal and portal evaluation
Plus Connected evidence map, RACI, implementation plan, RFP and scored checklist.
Get the quality evidence guideWe ask for your name and email so we can handle this request. The full guide then opens on this site, ready to translate, print or save. Privacy policy.
UltimateFree buyer guide
Quality Evidence & Management Review Buyer Guide
Straight answers.
What buyers ask us first about Orders & Integrations.
Does V5 connect to our ERP?
There is an ERP bridge with suggested mappings, review and a dry run, and you approve go-live. Each connection needs setup, so tell us which system you use.
Can customers and suppliers see their own records?
Customer and supplier portals are available from Professional, so each sees only what you share with them.
Do we have to replace our accounting system?
No. V5 runs operations and connects to your existing accounting or ERP where setup allows.
More of the product
Start with one area. Add the rest when you are ready.
Warehouse & TraceabilityExplore 
Production & PlanningExplore 
Quality & LaboratoryExplore 
Documents & TrainingExplore 
Equipment & PerformanceExplore 
This feature's areaOrders & IntegrationsExplore
Plan a portal for one of your customers.
Start a free trial or talk it through with us. No card needed.