Navigation

The navigation menu on a portal is controlled by first enabling default system pages or custom pages that were created in pages.

The system default pages that are available for use are as follows:

• Admin
• Approval
• Cart
• Checkout
• Favorites
• Home
• Inventory
• Order Status
• Orders With Balances
• Product List

Examples of these pages can be viewed at the bottom of this article

The active pages that will display in Navigation are displayed in the Navigation table.

Editing Navigation

These existing pages can be renamed by hovering over a Name and then clicking on the edit pencil.

Adding Navigation

Follow these steps to enable a new page on the portals navigation menu.

• Click New.
• Enter a Name that you would like your customer to see.
• Choose the page that the navigation menu will direct to.

Custom pages must first be created in Pages before they are selectable in Navigation.

Deleting Navigation

Follow these steps to delete a Navigation option.

• Check the box to the left the Name(s) that you would like to delete.
• Click Delete.

Navigation Security Settings

In order for your customers to see the pages that have been enabled in navigation they will need security permissions. These permissions can be managed in Online Ordering > Configuration > Security and then clicking on a Name. This allows you to enable the necessary pages in Navigation and hide or display them for specific users.

Page	Description
Profile	The name of the assumed identity will appear on the top right-hand side of the landing page. Selecting the user name will bring up their profile. For more information, see Online Portals - Profile Page.
Home Page	Home Page The home page facilitates navigation by providing links to other pages. Note: The links visible to a contact are dictated by the users security permissions, as set by their online role.  To add or edit links, see Portals - Navigation.
Product Pages	Product Pages can be setup as a list or drop-down from the home page. The product images are clickable. The product page can include: image upload field, stock option drop-down, notes field, pricing tables, etc.To add or edit products, see Portals - Products.
Favorites	This allows for quick viewing of any products that have been marked as a Favorite. (By clicking the "star" to the left of the product name).
Search	This allows for products to be searched. Notes:  Partial searches can be performed through the search field and it is not necessary to know the full name of the product being searched for.  Item Tags on products can also be used for searches.
Approvals	This allows for orders requiring approval, proofs, and quotes to be approved. Note: The user must be designated as an approver to view the approval page.   For more information, see Online Portals - Approval Page.
Order Status	This provides a bird's eye view of the contact's orders and their status. A search field is available to make locating order's easier. Users can also reorder items from this page.
Cart	This provides an itemized list of the customers selected purchases. It allows for items to be reviewed before Checkout.
Orders with Balances	This allows all orders with balances to be viewed. Orders can be filtered based on order status, posted or unposted. Payments can also be applied directly to outstanding orders from this page. For more information, see Online Portals - Order with Balances Page.
Inventory Page	The inventory page will provide a detailed count of Customer Good products On Order, On Hand, and Available.
Admin Page	This allows for an online administrator to manage and maintain user profiles. For more information, see Online Portals - Admin Page.
Checkout	This allows for orders to be submitted.