Customer Portal - Presentations

The Presentations module is your central hub for accessing and exploring all the presentations available to you within the Customer Portal. This module offers a comprehensive overview of the various product offerings, allowing you to easily find and browse through presentations.

The Presentations module offers several benefits to users, including:

• Easy access to all available presentations

• Quick navigation to the Presentation Landing page for detailed product browsing and ordering

• Streamlined search functionality for efficient presentation discovery

By leveraging the Presentations module, users can optimize their B2B ordering experience, saving time and effort in the process.

Overview of the Presentations Module

Upon accessing the Presentations module, users are presented with a comprehensive list of all accessible presentations. Each presentation is accompanied by essential details, including:

• Presentation name

• Showroom name

• Presentation store

• Presentation Currency

This concise overview enables users to quickly identify and select the desired presentation, facilitating a seamless ordering experience.

A presentation is visible to a customer in the Presentations module only if one of the following conditions is met:

• The customer has been granted access to the presentation through an invitation link when the presentation was created or modified in the Presentation Centre.

• The Is Visible To Everyone (No Links Required) checkbox is selected under the Other Attributes tab of the presentation. When this option is enabled, the presentation is automatically visible to all customers in their respective B2B portals without requiring an invitation link.

Exploring Presentations

To explore a presentation in more detail, click on the presentation of interest. This action will redirect you to the Presentation Landing page, where you can:

• Browse through the products associated with the presentation

• Place your order with ease

The Presentation Landing page provides a dedicated space for users to review and interact with the presentation's products, ensuring a focused and efficient ordering process.

Search Functionality

To further enhance the user experience, the Presentations module features a search box located at the top-right corner of the module.

This convenient search option allows users to quickly find specific presentations by entering relevant keywords or phrases.

In summary, the Presentations module streamlines the process of viewing, navigating, and ordering products from various presentations, enhancing user productivity and satisfaction within the Customer Portal.

If Require Advance Payment is configured in the Other Attributes tab of the Presentation, the specified advance payment amount or percentage is required when the customer places an order through the Presentation. This requirement is also used when sending payment links via email or when customers make payments through the Customer Portal.