Customers can search for products and place orders from the Customer Portal.
Primary Audience: Partner Customers
Customers can easily search for products and place orders through the Customer Portal. Upon placing an order, the customer will receive a confirmation email. Additionally, the order details are integrated into your ERP system for seamless processing. Once an order has been placed from the Customer Portal, your internal team will receive an email notification as well.
- Note: your Platform must be configured to allow Orders to be placed from the Customer Portal for this functionality to be available.
To place an order from the Customer Portal, follow the steps below:
- Navigate to the "Products" page of the Customer Portal
- Search for the desired products via filters or the search bar
- Click into the specific product
- Click "Add to Cart"
- View your Cart to update product quantity and designate delivery method (Shipping or Pickup)
- Follow the Check Out process to place the order
A detailed step by step video walkthrough can be found here
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.