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 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. You can set up messages to be show to your portal users. Payment options and more. You can also provide your own css stylesheets and banners to further customize the portal. Online payment can be enabled if you have set up a payment gateway.

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