Customer Portal: Set up the portal

Set the portal up before buyers start ordering. Invite buyers or approve the businesses that apply, then decide what each account sees, which orders need sign-off, and which products sell only in full cases.

To…	Go to…
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