Client portal
What your customer sees and can do on their own
6 articles
The client portal
What the portal is, how customers sign in, what they see in each section, what they can do on their own and what the warehouse must set up for it to work.
Notify an inbound delivery from the portal
For the customer: how to tell the warehouse what is arriving, load lines from Excel, create a new product, attach documents, and edit or cancel the notice.
Request a shipment from the portal
For the customer: how to ask the warehouse to ship goods, where to and with which carrier; what happens with available stock, and how to edit or cancel while it is a draft.
Follow receipts and shipments and upload documents in the portal
For the customer: how to search and filter receipts and shipments, what each status means, what the detail shows and how to upload and download their documents.
Inventory, KPIs, warehouse and language in the portal
For the customer: how to read their inventory and the aging of their goods, what the portal KPIs are, and how to switch warehouse and language.
Which KPIs the customer sees in their portal
For the warehouse: which KPI cards appear in the portal, which can be published and which never can, how they are computed for each customer, when they get a color and how they relate to the monthly summary email.