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What is the Customer Portal?

The Customer Portal is a branded, customer-facing storefront. Your customers log in at your portal URL (/portal/your-company), browse live availability with their own pricing, build a cart, and submit orders — which arrive in FULFILL as PO orders ready for your team to process.
This section documents the customer experience. For managing which customers can log in, see Portal Users under FULFILL.

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What Customers See

PageWhat it does
Dashboard”Welcome back” landing page with quick orders, category collections, recently viewed items, and favorites
CatalogBrowse and search availability with grid or card views, category filters, and sorting
CartReview items, set the ship-to location and PO number, and submit the order
OrdersOrder history with statuses and line-level ordered / acknowledged / shipped quantities
AccountCompany info, ship-to locations, contacts, billing address, and order history

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Branding & Pricing

The portal carries your branding — logo, display name, tagline, and brand color throughout. Pricing comes from each customer’s default price group, with quantity-break pricing applied automatically in the cart. Items without a price show “Call for price.” Customers see a notice that prices are estimates confirmed when the order is processed.

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Key Features for Customers

  • Live availability — only in-stock items are shown, with available quantities on every item
  • Favorites & recently viewed — quick access to items they order often
  • Quick Orders — pre-built bundles you define that customers can add to the cart in one tap
  • CSV order import — customers can upload a CSV to build large orders in bulk
  • Catalog export — download the filtered catalog as a CSV