Online Ordering Portal Setup Tasks

The Online Ordering Portal is a great tool which empowers your customers to place and manage their own orders. This set-up task list is created to help you get your customer using the Online Ordering Portal as soon as possible.

Admin Settings

1. Admin Settings Page Guide
2. Add/Remove Web Portal Admin
3. Configure Cutoff Times
4. Add Other Products (Master)
5. Add Non-Deliverable Days
6. Online Ordering Portal Test Mode
7. Set or Update Portal Notification Email
8. Update Portal Logo
9. Update Portal Cut-off Message
10. Update Portal Welcome Message
11. Update Portal Confirmation Email

User and Database Settings

1. Setup Customer Usernames and Passwords
2. Enable Products for OOP
3. Web Order Categories
4. Set Product Lead Time
5. Set Customer Delivery Days
6. Create a Shadow Order
7. OOP Product PDFs

Are you an On-Premise Customer? You may setup your Online Ordering Portal with Product PDFs by following this guide.