Customer Portal
The Customer Portal provides your customers with self-service access to their account, orders, invoices, and support from a dedicated portal at your company's URL.
Overview
The Customer Portal enables customers to:
- View account dashboard
- Browse and shop products
- Track orders and shipments
- Access invoices and receipts
- Request returns
- Submit support tickets
Accessing the Portal
Customers access the portal at: https://yourcompany.com/portal
Portal Features
Dashboard
Overview of account activity, recent orders, credit status, and quick access to common actions.
Portal Dashboard
Dashboard Overview
The dashboard provides a quick summary of customer account activity:
Welcome to our customer portal, John Smith!
Here's an overview of your account and recent activity.
┌─────────────────────────────────────────────────────────────┐
│ Credit Limit │ Available Credit │ Total Orders │ Sales │
│ $10,000.00 │ $7,500.00 │ 156 │ $45,678│
└─────────────────────────────────────────────────────────────┘
Recent Orders Recent Invoices
├─ SO-2026-0019 - $6,637.97 Pending ├─ INV-2026-0001 Due Jan 7
├─ SO-2026-0017 - $6,637.97 Approved ├─ INV-2026-0002 Due Jan 7
├─ SO-2026-0018 - $6,637.97 Confirmed ├─ INV-2026-0003 Due Jan 7
└─ View all → └─ View all →Key Metrics
| Metric | Description |
|---|---|
| Credit Limit | Maximum credit available |
| Available Credit | Current available amount |
| Total Orders | Lifetime order count |
| Total Sales | Lifetime purchase value |
Portal Navigation
Main Menu
| Menu Item | Description |
|---|---|
| Dashboard | Account overview |
| Shop | Browse and order products |
| My Orders | Order history and tracking |
| Quotations | View and accept quotes |
| Invoices | Invoice access |
| Receipts | Payment receipts |
| Shipments | Shipment tracking |
| Credit Notes | Credit note history |
| Returns | Return requests |
| Purchase Lists | Saved shopping lists |
| Support Tickets | Help and support |
Quick Actions
Common Tasks
Place an Order:
- Navigate to Shop
- Browse or search products
- Add items to cart
- Proceed to checkout
- Review and submit order
Track a Shipment:
- Go to Shipments
- Find your shipment
- Click tracking number
- View real-time status
Pay an Invoice:
- Navigate to Invoices
- Select unpaid invoice
- Click Pay Now
- Complete payment
Request a Return:
- Go to Returns
- Click New Return Request
- Select order and items
- Submit request
Account Management
Profile Settings
Access account settings from the user menu:
- Profile - Update contact information
- Addresses - Manage shipping/billing addresses
- Password - Change password
- Notifications - Email preferences
- Users - Manage sub-accounts (if enabled)
Multi-User Access
For business accounts with multiple users:
| Role | Permissions |
|---|---|
| Admin | Full account access |
| Buyer | Place orders, view history |
| Viewer | View only access |
| Finance | Invoices and payments |
Portal Features
Customer-Specific Pricing
The portal displays your negotiated pricing:
- Contract prices
- Volume discounts
- Special offers
- Promotional pricing
Order Approvals
For accounts with approval workflows:
- Submit orders for approval
- View pending approvals
- Track approval status
- Receive notifications
Saved Lists
Create and manage purchase lists:
- Frequently ordered items
- Project-specific lists
- Reorder quickly
- Share with team
Best Practices
For Customers
- Keep profile updated
- Check dashboard regularly
- Use saved lists
- Track shipments
For Administrators
- Configure portal settings
- Set appropriate permissions
- Monitor customer activity
- Respond to tickets promptly
Getting Help
- Shop - Product browsing and ordering
- My Orders - Order management
- Quotations - Quote handling
- Invoices - Invoice access
- Shipments - Shipment tracking
- Returns - Return requests
- Support Tickets - Get help
Configuration
For administrators, portal settings are managed in: Settings → Customer Portal
See Customer Portal Settings for configuration options.