Customer Portal - My Profile

My Profile module of the customer portal displays the important information related to your portal user account. This module is designed to provide a seamless and efficient user experience, allowing customers to access, manage, and monitor their account details and transactions effortlessly.

Presentation

At the forefront of the My Profile module is the Presentation section, which displays all the accessible presentations for the portal user. Users can scroll through the available presentations and click on any of them to view more information and make purchases.

For quick access to all presentations, a Shop Products option is placed at the top right corner of the header section. Clicking on this option redirects the user to the Presentations module in the customer portal, where they can explore all available presentations and continue their shopping journey.

Customer Sales

The Customer Sales section provides a visual summary of the customer's sales data through an interactive bar graph. This feature is particularly useful for gaining an instant overview of sales performance over a chosen period.

You can filter the time period for which you want to view this data. To view data for a specific time frame, choose the Period, Start Date, and End Date. Click the Reload icon at the top-right of this section to update the data.

Balance Summary

The Balance Summary section offers a concise overview of the customer's financial standing, presenting key details about outstanding invoices, available credits, deposits, and net balance.

Balance Summary Fields

Field	Description
Outstanding Invoices	This field displays the total amount of the outstanding invoices of the customer.
Available Credits	This field shows the total credits available for use by the customer.
Deposits	This field shows the total deposit amount of the customer.
Net Balance	This field represents the customer's net balance, calculated as the difference between Outstanding Invoices, Credits, and Deposits.

Click on "Pay Balance" to pay the outstanding amount.

Order Summary

The Order Summary section provides a snapshot of the customer's transaction activity by displaying the number of estimates and sales orders generated. This section is essential for keeping track of ongoing and past transactions, ensuring the customer has a clear understanding of their order history.

Customer Info

This section displays the account details of the customer.

Customer Info Fields

Field	Description
Name	This field shows the full name of the customer.
E-Mail	This field shows the main email address associated with the customer.
Phone	This field displays the phone number of the customer.
Payment Method	This field displays the default payment method of the customer.
Credit Limit	This field displays the credit limit of the customer.
Address	This field displays the address of the customer. If multiple addresses have been added for the customer, use the left and right arrows in the section to scroll through them.
Account Number	This field displays the unique account number assigned to the customer. This is assigned by the system when the customer is created.
Account Email	This field shows the email linked to the customer’s portal account.
Account Status	This field shows the current status of the customer’s portal account, whether Active or On-hold.