Customer Portal Login

Your customer to who the login is setup with access rights can login to the portal

1.  A Dashboard with multiple portlets will be displayed. 

2. The customer can click on the respective portlet and view the listing

1. The “Search Field” is a grid that works as a multicolumn search.

2. The “Export PDF” option enables the customer to export all the data into a PDF document. Next to that Export to excel format is available.

c. Column Chooser, New and Save option

1. The "Column Chooser" option allows the customer to optionally include or exclude columns as desired.

2. The small box with drop down is used to select the no of rows to be displayed.

3. The “Save Option” is used to save the modification in the filter.

d. Global Search

1. The “ Global Search” Field on top allows the customer  to search tasks, invoices, and other fields using the respective code, task no, invoice#, according to the selected item.

2. For Example select Task# option from the drop down and click on “Add New” it enables the customer to create a task.

e.  Set Row and Horizontal Scroll Bar

The “Set Row” option enables the customer to set the number of rows to be displayed. The Horizontal scroll bar is used to view the next page, the pages are 

based on the setting row view.

Task Requests / Ticket

 The Task Request menu displays all the customer’s created open tasks or tickets.

1. The “Change date range” feature enables the customer to select the specific date range to display tasks. The custom range allows customers to select  a particular date range.

2. The “New” option enables the customer to create a new task.

3. The “Filter” option enables the customer to select a custom view on either open or closed tasks, along with the partner's task requests.

4. The “Save” option enables customers to save the customized view changes

To Pay

The “To Pay” Menu option displays all the pending Sales order and sales invoice        transactions and the pay option for the payments against the orders.

1. The search functionality operates as a multi-column search mechanism that conducts searches for the input across all columns within the grid.

2. Click on the “Pay” option to continue on payments.

3. Select the “Payment Method” and click on Proceed to continue the payment process

Products 

Products Menu displays all the listed products

1. The search functionality operates as a multi-column search mechanism that conducts searches for the input across all columns within the grid.

2. The column chooser option is used to include or exclude columns for display.

3. The dropdown option is used to set the row view.

4. The “Save” option is used to save all the changes made.

5. The “Reset View” is used to restore all the change

Grid View

Orders

 The “Order” menu option displays all the  open and partially shipped sales orders.

1. The “Change date range” on the right side above the grid allows the customer to select the date range view. The custom range allows searching for a particular date range.

2. The “Column Chooser” option allows the customer to include or exclude the column for the display.

3. The “New” option is used to create a new Sales Order.

4. The “Filter” option enables the customer to sort and view the order status by selecting the checkbox.

5. The small box with a drop-down is used to set row views.

6. The “Save” option allows customers to save the view change

Invoices

The “Invoices”  menu displays all the sales invoices.

1. The “Change date range” on the right side top allows the customer to select the date range view. The custom range allows customers to select  a particular date range.

2. The “Column Chooser” option allows the customer to include or exclude the column for the display.

3. The “Filter” option enables the customer to view both open and paid sales invoices.The  legacy check box option allows the customer to view the old invoices.

4. The “Save View” is used to save the changes made on the column.

5. The “Reset View” is used to restore the saved setting

Return Request

The “Return Requests” menu allows the customer to view all the credit quotations.

1. The “Change date range” allows the customer to select the date range view. The custom range allows customers to select  a particular “From and To” date range.

2. The “Column Chooser” option allows the customer to include or exclude the column for the display.

3. The “New” option allows the customer to create new credit quotations.

4. The Search Field on the right top is a grid search that works as a multicolumn search for the customer's input.

5. The “Save View” is used to save the changes made on the column. 

6. The “Reset View” is used to restore the saved settings

Return Orders

The “Return Orders” menu allows the customers to view all the open return orders.

1. The “Change date range” on the right side top allows the customer to select the date range view. The custom range allows customers to select  a particular date range.

2. The “Column Chooser” option allows the customer to include or exclude the column for the display.

3. The “New” option allows  the customer to create a new credit order.

4.  The “Filter” option enables the customer to view “Open” and “shipped” return orders.

5. The “Save View” is used to save the changes made on the column. 

6. The “Reset View” is used to restore the saved settings

Return Authorizations

The “Return Authorizations” menu displays all the credit note data.

1. The “Change date range” on the right side top allows the customer to select the date range view. The custom range allows customers to select  a particular date range.

2. The “Column Chooser” option allows the customer to include or exclude the column for the display.

3. The “Filter” option allows customers  to have a separate view of “Open” and “Paid” credit notes by checking in the particular option.

4. The “Save View” is used to save the changes made on the column. 

5. The “Reset View” is used to restore the saved settings

Purchase History

The “Purchase History” menu displays all the self and partners purchase history.

• The “Change date range” on the right side top allows the customer to select the date range view. The custom range allows customers to select  a particular date range.

• The “Column Chooser” option allows the customer to include or exclude the column for the display.

• The “Filter” option enables view on Open, paid, standard, and partner invoices.

• The “Save” option allows customers to save the customized view changes.

• The “Reset View” is used to restore the saved settings

My Part #s

My Part# menu displays all the products with customer part number to track the respective products.

1. The “Search Field” on the right top  is a grid search that works as a multicolumn search for the customer's input.

2. The “Column Chooser” option allows the customer to include or exclude the column for the display.

3. The “Save” option allows customers to save the customized view changes.

4. The “Reset View” is used to restore the saved settings.

5. The small box below the grid is used to customize the row views

Referrals / Leads

The Referrals / Leads menu displays all the prospects created.

1. The “Search” field on top right, works as a multicolumn search for the provided input with in the grid

2. The “New” option is used to create a new prospect.

3. The filter option is used to include addresses.

4. The “Save View” option is used to save the column or changes

My Partners

•  My Partners menu is enabled only when the partners are linked with the customer.

• It displays all the partners linked with the customer, and complete details of the partners.

1. The search field on the right, works as a multicolumn search for the provided input.

2. The “New” option allows the customer to create a new partner.

3. The filter option is used to include addresses.

4. The “Save View” option is used to save the column or changes.

5. The small box at the bottom left with a drop down allows the customer to select the  row views