Here's how to setup the portal for a specific customer:

  1. From System Manager menu > Company Configuration, navigate to System Manager sub menu.
  2. On the Portal Access panel, click View button. The User Role - Portal Default screen will display.


  3. Enable Tank Management on the Master Menu. Save and close the screen.


  4. In Company Configuration screen, navigate to Tank Management sub menu.
  5. Enter the Minimum Order Quantity and Portal Order Message under the Portal Order panel. Minimum Order Quantity is the minimum value to be entered in Qty field while the Order Message will be displayed at the bottom part of the Call Order screen. 


  6. Click Save then Done on the screen. Close.
  7. From Sales (A/R) > Customers menu, open the specific customer. Make sure that the customer has a specific email setup in Email field for this will be used as the Portal login.


  8. Navigate to General tab. Under the Web Portal panel, check the Enable option to enable the customer portal. Select the customer as Portal Admin and assign a specific password for login.


  9. Click the User Role button. This will generate the user role for the portal user and the menus that will be available for customer's portal.


  10. In Web Portal Approvals panel, select TM Order as Require Approval for and a specific user for Approver List. Save.

    Note: The Approver List can be setup in Common Info > Approval List.

    Also, check the Approver Configuration screen. Since there is no specific for Tank Management yet, make sure that there is no screen listed on the grid.


  11. After the setup, customer can now access the portal using the email and password as login. See How to Access Customer Portal.



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