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.


FieldDescription
Portal NameThis is the internal Name for the portal that will be used throughout the system.
URLThis is the unique URL for the portal. It is systemically generated.
ActiveToggle switch to Yes or No. If set to Yes, the portal is  Active.
New Customer DefaultsSelect a New Customer Defaults option from the drop-down.

This sets the Customer Defaults to be used when a new contact is added or a new contact and customer are registered on the portal.

For more information, see Customer - Defaults.
Assigned To ContactSelect an Assigned To Contact from the drop-down.

This sets the Active User that all new items created from this portal should be assigned to.
Handling Fee Type/Amount
This is the type and value that will be added to Shippo's shipping cost.
Meta DescriptionEnter Meta Description.
Meta KeywordsEnter Meta Keywords.
Show RegistrationToggle switch to Yes or No. If set to YES, a link will be available to register for the portal online.
Lock RegistrationToggle switch to Yes or No. If set to YES, the Registration.aspx page will 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, this portal and any public products can be accessed without a login.
Portal EmailsSelect an option from each drop-down to set the default canned email for each email type.

Order ConfirmationThis is used when an email is sent for a successful checkout.
Order Sent for ApprovalThis is used when an email is sent to an Approver.
Order Needs ApprovalThis is used when an email is sent to the Requester that requires approval.
Password ResetThis is used when an online user requests a password reset.
Registration ConfirmationThis is used when an online user registers for a portal.

Note: The registration email is not sent the new user has already been setup on the portal but is logging in for the first time to change password.

For more information, 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.


Once a portal has been saved, additional options will be available to customize your portal including:



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 pop-up will confirm Portal saved successfully.



Duplicating a Portal

Step     Action

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

            checking boxes on the left-hand side.


  2.       Select {Duplicate}. A pop-up will confirm selected portals duplicated successfully. The 

            duplicated portals will appear on the table with (- copy) in the name.

Note: The duplicated portal will retain information from the original portal including:

  • Portal Logo and any customizations 
  • Navigation
  • Products
  • Contacts

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.