B2B Customer Self-Service Portal – SUPERSEDED

Superseded

This article has been superseded and replaced by this newer article: B2B Customer Self-Service Portal.

Overview: 

The B2B Customer Self-Service Portal is where your business customers will interact with you. They will have access to their AR data allowing them to review their account balance, pay invoices, check shipments, and place orders.

If you choose, your product catalog may be viewed by users in the B2B Workspace.

In this section:

  • Website orders
  • AR data
    • Sales orders
    • Backorders
    • Invoices
    • Payments
    • Credits
  • Shipment information
  • Account data
    • Overview
    • Shipping Addresses
    • Saved Credit Cards

 

 

Loom video: https://www.loom.com/share/c253c5d4795f499c8b794bb52b28b9b0

Updated on June 17, 2020

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