Online Portals - Viewing an Online Portal


Note: All screenshots are samples from a default portal. The portals can be fully customized to suit company needs.


To Launch a Portal from the Online Configuration Page

Step     Action

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

  2.       Select a portal by clicking on the desired portal's URL icon.

To Launch a Portal from the Portal Edit Page

On the edit page for a selected portal, the online portal can be launched by selecting the link under URL in the General section.

Online Portal View

Once the online portal has been launched, it will open on the Login page.



When logged in as an administrator, you can assume the identity of any contact and view the portal as they would see it. (See 
Online Configuration - Assume Identity)


The Online Portal view can include the following pages:


Note: To add or edit a portal page, see Portals-Pages

 

Page
Description
Contact Profile

The name of the assumed identity will appear on the top right-hand side of the landing page. Selecting the contact name will bring up their profile.
The profile can include:
- General Contact Information (name, title, phone numbers, email, role, etc.)
- Locations (company default shipping/billing addresses, contact default chipping/billing addresses, etc)
- Products (Also indicates if the individual has access to the product or if it has been restricted)
- Credit Card Information

Home Page
Home Page

The home page facilitates navigation to by providing links to other pages including:
- Products
- Favorites
- Search
- Cart
- Checkout
- Information
- Contact Us


Note: The available links visible to a contact are dictated by the contact's security permissions. 

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. 
Note: 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.
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.  
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.

Balances
This allows all orders with balances to viewed. Orders can be filtered based on order status. Orders can be selected and payment applied directly from this page.
Checkout
This allows for orders to be submitted.