Partner Portal In Versa Cloud ERP

Overview

With Versa Cloud ERP, you can allow your customers to access a self serve portal to access your product catalogs, past orders, pay for invoices and much more. This is typically used in a B2B environment where you have customers that regularly buy from you. The portal is also gated so only trusted people can access it.

The portal is gated and only authorized customers can access it. Customers will be able to see their own prices if you have assigned different prices to them.

Setup Access

To give customer access, you would first go edit the customer record and under portal access, choose a user name, enter an email and then save. After saving, you can trigger an email that will be sent to your customers and inform them how to access the portal.

You can also find a link to log into your portal from the customer page.

Product Catalog

The products in the portal are organized by using the product categories defined in Products Menu, Categories. If you do not want to offer a category in the portal, you can hide. Individual products can be hidden by editing the product and uncheck the checkbox Hide from public.

Customization 

Your can configure the portal appearances by going to Setup menu, Partner Portal Settings.

When a customer place an order, you will get notified by email. Enter your email address here.

You can configure which product fields are searchable including custom fields.

Products can be hidden from the portal by category or on individual basis.

The check out process in the portal can be customized. You can allow customer to enter new ship to address or use existing ship to addresses on file. Customers can order on terms or prepay via credit card.

The portal is also capable of showing detail inventory information like quantity on hand, when out of stock items will come into stock. So your customer will be fully informed. You can allow user to order out of stock items.

The portal comes with a few themes for you to choose.  Upload your logo and banner to be used in the portal. You can also provide your own css stylesheets and banners to further customize the portal.  You can add different messages on different portal pages to guide your customers along the purchasing process.

This feature is not available in all subscriptions. Check with sales to get more details.