Customer Portal Links
Last updated
Was this helpful?
Last updated
Was this helpful?
What is Customer Portal Account in XoroERP?
The Customer Portal Links module in XoroERP serves as a vital tool for creating and managing portal links that are sent to customers. These links are essential for new customers who wish to sign up for a Portal Account, as they can only do so through the invitation link provided by this module.
Use Cases for Portal Account
Customer portals in XoroERP offer a plethora of features aimed at simplifying interactions between businesses and their customers. Here are some key functionalities commonly found in customer portals:
Account Information: Customers can access and view their account details, including contact information, billing history, and payment preferences. This transparency fosters trust and enhances customer satisfaction.
Order Management: The portal enables customers to place orders, track order statuses in real time, and view their order history, providing them with a seamless and efficient ordering experience.
Pricing and Discounts: Tailored pricing based on customer-specific arrangements, discounts, and promotions can be displayed in the portal, ensuring that customers receive accurate pricing information.
Inventory Insights: Real-time stock availability and detailed product information empower customers to make informed purchasing decisions, leading to increased customer engagement and loyalty.
Sending Customer Portal Invitations
XoroERP serves as the backbone of business operations, seamlessly managing various aspects such as finances and inventory. When integrated with the customer portal, XoroERP ensures a smooth flow of data between the systems, guaranteeing that customers always have access to accurate and up-to-date information. Furthermore, XoroERP can handle complex pricing structures, and when linked to the customer portal, it ensures that each customer sees their negotiated pricing, discounts, and promotions, thereby enhancing their overall experience and strengthening customer relationships.
To send a Portal Invitation to a customer in XoroERP, you can follow these detailed steps:
Access Customer Centre: Start by navigating to the "Customer Centre" module within XoroERP. This module serves as a central hub for managing customer-related information and interactions.
Select Customer: From the Customer Centre, locate and select the specific customer for whom you wish to send the portal link. This could be done by searching for the customer using their name, account number, or any other identifying information.
Open Customer Details: Once you have selected the customer, right-click on their profile and choose the "Open" option. This action will open up the customer's detailed information window, allowing you to make changes and updates.
Check "Is Portal User" Flag: Within the customer's information window, navigate to the "Portal" tab. Here, you will find the "Is Portal User" checkbox. Check this checkbox to indicate that the customer is a portal user and should receive the invitation link.
Enter Portal Account Email: Next, you'll need to enter the customer's Portal Account Email. This is the email address where the customer will receive the portal invitation. Ensure that the email address is accurate and up-to-date to avoid any delivery issues.
Send Portal Invitation: After entering the Portal Account Email, click on the "Options" button or a similar action menu available in the customer details window. From the dropdown menu, select the "Send Portal Invitation" option. This action will trigger the system to generate and send the portal invitation to the specified email address.
By following these step-by-step instructions, you can effectively send a Portal Invitation to a customer in XoroERP, granting them access to the customer portal and its associated features and functionalities.
