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.
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.
Field | Description | ||||||||||
Portal Name | This is the internal Name for the portal that will be used throughout the system. | ||||||||||
URL | This is the unique URL for the portal. It is systemically generated. | ||||||||||
Active | Toggle switch to Yes or No. If set to Yes, the portal is Active. | ||||||||||
New Customer Defaults | Select 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 Contact | Select 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 Description | Enter Meta Description. | ||||||||||
Meta Keywords | Enter Meta Keywords. | ||||||||||
Show Registration | Toggle switch to Yes or No. If set to YES, a link will be available to register for the portal online. | ||||||||||
Lock Registration | Toggle 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. | ||||||||||
Browsable | Toggle switch to Yes or No. If set to YES, this portal and any public products can be accessed without a login. | ||||||||||
Hide Prices | If set to yes, the prices will be hidden on a browsable portal when the user is not logged in. If set to No, the prices will be visible. | ||||||||||
Register Users Under Specific Customer | This is the Customer that all new Contacts will be registered under for this Portal. | ||||||||||
Portal Emails | Select an option from each drop-down to set the default canned email for each email type.
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 Group | Select a File Group from the drop-down. | ||||||||||
From Email Name | Enter the From Email Name. | ||||||||||
From Email Address | Enter 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 Color | Select 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 Portal | Select {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.