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Capabilities of Experience Cloud Sites for Manufacturing
Manufacturers can create partner and customer portals to coordinate their commercial operations, to deliver delightful service interactions, to manage partner engagement, and to streamline inventory operations.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions |
External users can take advantage of these key capabilities when they use an Experience Cloud site for Manufacturing.
| Feature | Key Use Cases |
|---|---|
| Sales Agreements | Partners can collaborate with manufacturers on sales agreements to track run-rate negotiations, revenue realization, and order fulfillment. |
| Advanced Account Forecasting | Partners can view advanced account forecasts of product demand, component production, run-rate business, service part inventory, and so on. They can drill into the right forecasts for their business needs and adjust the forecasts as required. |
| Partner Warranty Claims | Partners and customers can review entitlements, and eligibility conditions for warranties for products and assets. They can also track service operations covered and excluded under warranties. Partner users can submit detailed warranty claims for the assets that they repair for customers, track claim adjudication, and review approved amounts. |
| Warranty Supplier Recovery | Suppliers can adjudicate supplier recovery claims to reimburse manufacturers for defective parts that are covered by supplier recovery contracts. They can also review contract terms. |
| Asset Management | Customers and partners can track the activities in an asset’s lifecycle. They can view information about the key milestones of the asset, related work orders, stakeholders, warranties, and so on. Partner users can use the asset information for sales and service processes, and customers can track the assets that they own. |
| Inventory Visibility | Partners can search for the stock of products and parts at various inventory locations. They can also track product transfers, shipments, and serialized product inventory at various locations. |
| Fleet Management | Customers and partners can track the health and performance of their fleets of assets, view information about the key participants associated with the fleets, and track the related action plans. |
| Sales Processes | Partners can monitor leads, opportunities, quotes, and orders and collaborate on them with manufacturers to boost sales and to increase customer lifetime revenue. |
| Incentive Management | Partners can submit rebate and ship and debit claims to get incentives after they achieve the agreed-upon targets. |
| Partner Visit Management | Partners can track the visits scheduled for their location, create visits to customers, and manage action plans for visit tasks. |
| Case Management | Customers can create cases to seek support for their sales and service processes. Partners can engage with customers by using the portal to resolve the cases and improve customer satisfaction. |
| Self-Service | Customers and partners can access knowledge articles and track warranty terms, work orders, cases, and entitlements. While partner users typically address customer queries by using the portal, customers use the portal to find quick resolutions and raise cases. |
| Work Order Management | Partners can create and track work orders for customer service operations, service appointments, maintenance tasks, and other work to be performed for customers. They can track effort estimates, the products required and consumed to complete a work order, and so on. |
| Return Order Management | Partners such as distributors and suppliers can generate return orders for products and assets to claim refunds against them. |
| Product Catalog Management | Partners can track the products in a manufacturer’s product portfolio, explore their product taxonomy, catalogs, and bundles, and tailor the offerings for their customers. |
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