ग्राहक पोर्टल
The Customer Portal is what your customers see when they log in to place orders and view their statements. On this screen you see which customers have portal access and turn it on or off.
Why and when you use it
Retailers who can check their own statement and place orders do not need to phone your office for every small thing. That saves your accountant's time and cuts errors from orders taken over the phone. The owner or office admin decides which customers get access.
Before you start
- Add the customer with a correct phone and email (Customers)
- Decide which customers should be allowed to order online
Step by step
- Open Customer PortalIn the left sidebar, under Stockivio ERP, open Customer Portal. The list shows Customer, Phone, Email, WP User, Portal Access and Action.
- Find the customerLook for the customer in the list. Check that Phone and Email are right, because the login is tied to them.
- Read WP UserWP User shows whether the customer already has a login user. A blank means no login exists yet.
- Give or remove accessUse the button in the Action column to turn portal access on or off. Portal Access shows the current state.
- Tell the customer how to log inShare the login details with the customer yourself, and explain they can place orders and see their statement there.
- Review the list now and thenRemove access for customers who have stopped buying or whose staff changed.
Worked example
Gupta Kirana Store orders from Sharma Traders twice a week and often asks for its balance. The owner wants the shop to order and check its statement by itself.
- Open Customer Portal and find Gupta Kirana Store.
- Check Phone 98290 45123 and Email [email protected].
- WP User is blank, so press the button in the Action column to give access.
- Portal Access now shows the shop has access. The owner tells Mr Gupta how to log in.
Result: Mr Gupta can log in, see his statement with the current balance and place orders, which Sharma Traders' office still checks and approves before anything is packed.
💡 Tips
- Fix wrong emails in Customers before giving access, or the login goes to the wrong person.
- Start with a few regular customers, learn from their questions, then open it up to more.
- Use Portal access to see everyone who can log in across customers, retailers and suppliers.
⚠️ Common mistakes
- Giving access to a customer whose email belongs to an old employee. Update the email first.
- Leaving access on for a customer you have stopped supplying. Turn it off in the Action column.
सवाल
Can the customer change prices or their balance?
No. They see their statement and place orders; your team still approves orders and records payments.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Customer Portal and explain the columns.
- Scene 2: Find Gupta Kirana Store and check phone and email.
- Scene 3: Show WP User is blank and give access from the Action column.
- Scene 4: Show Portal Access updated.
- Scene 5: Explain what the customer sees: orders and statement.