ERP, CRM and connected portals
Your business in one view.
Bring customers, suppliers, orders, stock, invoices, service work, and approvals into one controlled operating flow.
Interactive system preview
One console. Three operating views.
Switch between customer, supplier, and service operations to see how the same platform adapts to different work.
Operations overview
Customer operations
Last 30 daysAll locations
Transaction flow
LiveOrder to delivery
CreatedApprovedReservedShippedCompleted
✦
Six orders are waiting for buyer approval. Two can still meet today’s dispatch window.
Attention queue
08 itemsWhat needs a decision
Q
Quotation 1048Commercial terms ready for approval
ReviewR
Repair order 208Additional work requires customer consent
ApproveI
Invoice 8831Partial payment scheduled for Friday
Open
Portal suite
Give every outside relationship a clear place to work.
01
Customer operations
Customer portal
Customers can move from registration to purchase, service, payment, and return without losing context.
- Configurable onboarding with verification, document uploads, review, and renewal dates
- Product search, dynamic filters, comparison, availability by location and condition
- Configurable products with dependent options and live price changes
- Quotation creation, negotiation, attachments, terms, manager approval, scan and email intake
- Orders with discounts, tax, shipping, promised dates, approvals, and multiple billing models
- Returns, repairs, additional work approval, tracking, invoices, partial and scheduled payments
02
Supplier operations
Supplier portal
Suppliers receive requests, submit compliant information, fulfil orders, and resolve invoice issues in one thread.
- Supplier onboarding initiated internally or by the supplier, with configurable requirements
- Different document sets by supplier type, including insurance and compliance evidence
- RFQ responses, negotiation, selection, approval, scan upload, and email intake
- Purchase orders, approval states, acknowledgement, and fulfilment visibility
- Inbound shipment tracking and company-to-supplier returns
- Manual, PDF, and email invoice capture with review, rejection, revision, and payment status
A controlled workflow
From request to result, every handoff stays visible.
Rules move routine work forward. People stay responsible for commercial decisions, exceptions, and approvals.
Map your workflow →Request
Customer submits a quotation, order, return, or repair request.
Validate
Required data, documents, availability, pricing, and terms are checked.
Approve
The right buyer, manager, sales lead, or finance owner makes the decision.
Fulfil
Stock, work, shipment, invoicing, and customer updates move together.
Core capabilities
What sits inside a Lunaris system?
Modules are combined around the operating problem, not sold as a pile of unused features.
Configurable onboarding
Identity checks, dynamic fields, document requirements, review cycles, and renewal reminders adapt by account type.
Verification · documents · approvalsCatalog and availability
Search, filters, comparison, condition history, access rules, location stock, and configurable products stay connected.
Products · stock · permissionsCommercial workflows
Quotation negotiation, pricing, terms, order approval, billing choices, and audit history follow one controlled path.
Quotes · orders · billingService and repairs
Estimates, warranty checks, parts and labour, non-routine work approval, progress updates, and return shipping remain visible.
Work orders · warranty · trackingInvoices and payments
Searchable invoices connect to orders, support multiple payment methods, and allow partial or scheduled payments.
Invoices · profiles · schedulesConnected operations
APIs, webhooks, scheduled sync, document intake, exception queues, and role-specific dashboards link the tools you keep.
Integrations · alerts · dashboardsDelivery choices
Built for the environment you trust.
Start with a customer portal, supplier portal, work-order system, scheduling tool, ERP module, or CRM. Expand without rebuilding the foundation.
Managed cloud
A fully hosted Lunaris deployment with monitoring, backups, controlled releases, and support.
Private cloud
Deploy into an approved customer environment when policy, data, or integration requirements demand it.
Hybrid
Keep sensitive systems private while customer-facing portals and selected services run in the cloud.
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