Portal Settings

Below are details on the available configuration options for your client portals. The options are global, that is, applied to all portals regardless of customisation (sub portals).

The starting point for editing these settings is in the Settings > Client Portal > Portal Settings Tab.

Login Page Footer

You can add a message to the bottom of the login page dialog. This is often used to point prospective users to a contact that can create an account for them. To edit this content make changes in the Login Page Footer Content editor and and click Save. You can preview the content using the </> button.

A simple centered footer could be defined as shown below:

<p align="'center">
</br></br>
    <a>
        Like to register for the our B2B portal?<br/>
        Call +61 1234 5678 or email <a href="mailto:sales@abc.com.au">sales@abc.com.au</a> to receive a login.
    </strong>
</p>

Page Banners

Page Banners are optional and shown at the top any or all of the Categories List, Products List and Product Detail pages if configured. 

Page Banners are defined at two levels, first at the System Level then at the Customer level. If no page banner is defined at either level then nothing will be shown.

If the page banner is defined at the Customer Level then this will take precedence, if not and the page banner is defined at the System Level then this will be used. This allows both a generic banner for all customers and a specific banner for specific customers instead.

Setting Banner Visibility

You can toggle visibility in Settings > Client Portal > Page Banners Tab using the check boxes for Category List, Product List and Product Details pages as shown below.

Editing Page Banner Content at System Level

You can edit the content of the Page Banners at the System Level in the Settings > Client Portal Page Banners Tab. You can preview the content using the </> button.

Editing Page Banner Content at Customer Level

You can edit the Customer Specific Banners in the Company Details > Client Portal Tab > Settings. You can preview the content using the </> button.

Adding client specific Minimum Cart Value

You can configure a per-customer minimum cart value in the Company Details > Client Portal Tab > Settings view. The default is 0, which allows any value to be converted to an order. If you set a non-zero value then any carts will be required to have a value equal to or greater than the specified value in order to be converted to an order.

This setting also works with the Head Office Customer setting. If a sub-branch has a value this will take precedence. If the value is 0 at the sub-branch level and the value is non-zero at the head office level this will take precedence.