In simplest terms, the Customer Portal is a webshop where your customers can buy your products and check their order history and account status.
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❗ 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
- The main SalesMachineX website. (Logging in from the main SalesMachineX website will redirect the user to the Customer Portal)
- 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.
- Users can add items to the basket and then place an order using account payment, saved card, or by entering a new card **
- Users can view their Order and Invoice history
- Users can view their statements and account balance
** Payment terms can be managed from the Customer page in the main SalesMachineX website. ``