A Portal is a specially designed website that serves as the point of access for online retail sales. Multiple portals can be created, depending on your company and customer needs.



Setting up Default Portal

Step     Action

  1.       Select {Settings} and then select {Online Configuration} under Online Ordering.

  2.       Select the Default Portal from the drop-down field under General.

This will become your company's main portal. Users can log in to this page and automatically be redirected to their default portal, as designated in their contact setup.



Adding Portals

Step     Action

  1.       Select {Settings} and then select {Online Configuration} under Online Ordering.

  2.       Select {New} under Portals section. A New Portal page will open.

 

  3.       Complete the fields.


ItemDescription
NameEnter a Name for the portal.
ActiveToggle switch to Yes or No.
New Customer DefaultsSelect a New Customer Default from the drop-down.

A New Customer Default option can be created and customized for this specific portal. Those settings will automatically be applied every time a new customer is added to the portal.  

For more information, see Customer - Defaults.
Assigned To ContactSelect an Assigned To Contact from the drop-down.
Handling Fee Type/Amount
Select a Handling Fee Type (% or $) from the drop-down and then enter value for the Handling Fee Amount.
Meta DescriptionEnter Meta Description.
Meta KeywordsEnter Meta Keywords.
Show RegistrationToggle switch to Yes or No. If set to YES, a user can register for the portal online.
Lock RegistrationToggle switch to Yes or No. If set to YES, the registration page will be disabled. 

Note: Locking registration allows for Registration.aspx page to still be accessible but the registration form will be hidden. A message stating 'Sorry, registration for this site is currently closed' will display instead.
BrowsableToggle switch to Yes or No. If set to YES, a user can view the portal without logging in.
Order Confirmation, Order Sent  for Approval, Order Needs Approval, Password Reset EmailSelect an option from each drop-down to set as default canned email for each email type.

For more information on Canned Emails, see Communications - Canned Emails.  
Admin Email Address
Select one or more Admin Email Address options from the drop-down. An email address can also be manually entered by typing it into the field and hitting 'Enter' key.
File GroupSelect a File Group from the drop-down.
From Email NameEnter the From Email Name.
From Email AddressEnter the From Email Address.
Theme

Select a Theme from the drop-down.

Note: Primary/Secondary color may pre-fill based on Theme selection.
To modify theme options, see Online Configuration - Theme.
Primary/Secondary ColorSelect a color from the color swatch.
Logo

To add a Logo:
1. Select {Choose File} under Logo. A File Upload modal window will open.
2.  Locate file on computer to be imported and select {Open}. A results window will pop-up to indicate the logo has been saved successfully.

Customize this PortalSelect {Customize this Portal} to open portal customization options including: Layout & Style, Checkout, Quote Approval, and Proof Approval.

Note: If the added theme utilizes one of our root themes, you will likely want to customize the portal with the corresponding Homepage HTML.

To add a Homepage HTML Root Theme:
1. Download the text file associated with the Homepage HTML Theme you would like to use. (See Homepage HTML Templates)
2. Copy text file and paste it into the Homepage HTML field under Layout & Style section.
3. Select {Save}. A results window will pop-up to confirm portal saved successfully.



  4.       Select {Save}. A results window will pop-up to confirm portal saved successfully.



Editing Portal Information

Step     Action

  1.       Scroll to Portals under Online Ordering section.     

  2.       Hover mouse over the name of Portal to be edited and select the pencil icon that appears 

            on the right-hand side.


            The Portal edit page will open.

  3.       Make required changes.

  4.       Select {Save}. A results window will pop-up to confirm Portal saved successfully.




Deleting Portal Information

Step     Action

  1.       Scroll to Portals under Online Ordering section and select portals to be deleted by checking 

            the boxes on the left-hand side. 

  2.       Select {Delete}. A window will pop-up to confirm selected items to be deleted.

  3.       Select {Ok}. A results window will pop-up to confirm Portals deleted successfully.

 



Inactivating Portal Information

Step     Action

  1.       Scroll to Portals under Online Ordering section and select portals to be inactivated by 

            checking boxes on the left-hand side.

  2.       Select {Inactivate}. A results window will pop-up to confirm Portals inactivated successfully.




Watch Portals - How to customize a portal