In simplest terms, the Customer Portal is a webshop where your customers can buy your products and check their order history and account status.

<aside> ❗ In order to login to the Customer Portal a new External user must be created that is linked to a customer account.

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How to create an external user for the Customer Portal?

How to Login?

Once an External user account has been created and a password set, users can log in to the Customer Portal from 2 places

  1. The main SalesMachineX website. (Logging in from the main SalesMachineX website will redirect the user to the Customer Portal)
  2. The direct URL link to the Customer Portal which is sent in an email to the user when an external account is created

Once logged into the site a user will see the collections, products and prices that they are allowed to view. This is based on your Customer Restrictions and Customer Pricing.

** Payment terms can be managed from the Customer page in the main SalesMachineX website. ``