Customer Portal

The Customer Portal is a separate ordering site for your wholesale (B2B) customers. Their buyers sign in with their own logins, browse the products you've opened to them at their own prices, and send you orders without a phone call or an email. You run it from Contacts → Customers → Portal: approve new applicants, invite buyers, build catalogs, set approval rules, and watch adoption.

To…	Go to…
understand what buyers see, how their orders reach you, and what each buyer role can do	How the Customer Portal works
put an existing customer on the portal and invite their buyers	Invite buyers to the Customer Portal
review businesses that applied for a wholesale account, then approve or reject them	Review portal account applications
limit which products, brands, or categories an account can see and buy	Restrict what buyers see with portal catalogs
make bigger orders wait for sign-off inside the buyer's company first	Require approval for portal orders
sell a product only in full cases	Sell in case quantities on the portal
let buyers keep reusable order lists and repeat past orders	Saved lists and reorders on the portal
give a buyer a link that pulls their prices and stock into a spreadsheet	Share an inventory feed with a buyer
see portal adoption, orders, and top buyers, and report on portal sales next to your other channels	Track portal and B2B sales