V8 - Customer portal
SOS Inventory enables Pro plan subscribers to set up a portal for your business, allowing your customers to access information on their orders posted in SOS Inventory, as shown in the illustration below.
The Customer portal setup works in conjunction with the Tracking email settings to automate customer notifications as part of order processing.
You can give your customers the ability to view the status of their order in the Customer portal by setting up order stages.
When the transaction link is selected, it opens a customer copy of the transaction:
Customer portal setup
To setup the customer portal within SOS, go to Settings menu > Customer portal setup. The portal has very few setting options, but you are defining the website that they can access and see the status of the orders.
Options to set up your portal:
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Enabled. Checking this box enables the portal for your customers. You can disable access if you decide it is being misused or want to reconfigure the settings.
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Web address. This is the web address that your customers use to get to your portal. It is usually your company name followed by .orderfacts.com and is particular to your customers only. You cannot use “SOS” anywhere in your web address. This web address will be part of the link that shows on sales orders and sales receipts. It is defined on the Tracking email settings page (Settings > Tracking Email Config). See Tracking email config (Tracking email settings) for more information.
warningIMPORTANT: If you enter a web address and tab off the field, it will turn green--indicating it is a new address and not currently used in your SOS Inventory account. If the highlight is or turns red, this indicates that the address is being used by either another company or a secondary SOS account being used by you. -
Company name. This is your company name as displayed to your customer on the order site. If this field is left blank, SOS Inventory uses the company name on your SOS account, as seen in the Company menu.
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Footer. This is the footer that will show at the bottom of all customer portal pages. The footer is typically used for disclaimers, contact information, etc.
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Require password. If activated, a customer is required to provide a password to enter the site. The password is a randomly generated eight-character password. You can see it in the customer’s definition under the option Portal password only when activated. You can set this password to anything you like if you don’t want to use the generated ones. You can also generate a new random password if needed or the user can use the I forgot my password option to let SOS generate a new one in their record and send it to their email address on file.
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Show assigned user. Checking this option shows your customer the person assigned to the order.
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