How do I access the client portal?
Your login credentials for the client portal will be provided by the company you are placing an order with. If you haven't received your login details, please reach out to the company directly. Once you receive the domain name, use the provided login details to sign in.
What can I do after I log in?
After logging in, you can perform the following actions within the client portal:
- View and order available products.
- Access and manage your quotes.
- Track orders placed through your account.
- Obtain detailed information about products, including size and material.
- Request pricing for products using the "Get Price" button.
- Add multiple items to your cart for easy ordering.
Understanding the terms and some sections in the client portal:
- Products: Browse through all available products for ordering
- Quotes: View and manage quotes generated by your account.
- Orders: Place orders and track the status of orders placed through your account.
- Detail: Find detailed information about specific products, such as size and material.
- Get price: Request pricing for a product by specifying quantity and options.
- Cart: This works similarly to a shopping cart. Add multiple items to your cart before placing an order. You can also remove items from the cart if needed.
- Search: Utilize the search bar to quickly locate specific products within the portal.
Can I modify or cancel orders through the client portal?
You will have to contact the company to cancel an order. If you encounter any difficulties or have questions about using the client portal, please contact the company's customer support team for assistance
How to Check the Price of a Product?
To check the price of a product, follow these steps:
- Locate the Product: Navigate to the product you're interested in within the client portal.
- Click "Get Price": Look for the "Get Price" button associated with the product and click on it.
- Complete the Wizard: A wizard will pop up with various questions regarding the product. Fill in all the required options, such as quantity and any additional preferences or specifications.
- Calculate Price: Once you've entered all the necessary information, click on the "Calculate Price" button within the wizard.
- View Generated Price: After clicking "Calculate Price," the system will generate the price for the product based on your selected options. The price will be displayed on the screen for your reference.
How to Create a Quote?
Creating a quote is a straightforward process within the client portal. Follow these steps:
- Get Price for Product: Begin by navigating to the product you wish to include in your quote. Click on the "Get Price" button associated with the product.
- Complete Price Wizard: A wizard will appear, prompting you to enter various details such as quantity and any customizations. Fill in all required information within the wizard.
- Calculate Price: Once you've provided all necessary details, click on the "Calculate Price" button within the wizard to generate the price for the product based on your selections.
- Add to Cart: After the price is calculated and displayed, you'll have the option to add the product to your cart. Click on the "Add to Cart" button to include the product in your quote.
- Review and Finalize: Once you've added all desired products to your cart, review the items to ensure accuracy. You can then proceed to finalize the quote by following the prompts provided in the client portal.
You can add more than one product to the cart and then click on Create Quote. This creates a quote for you.
How to Order Through the Client Portal
Ordering through the client portal is a seamless process. Here's how you can place an order:
- Add Items to Cart: Begin by browsing through the available products in the client portal. Once you find the products you wish to order, add them to your cart by clicking on the "Add to Cart" button associated with each item.
- Create Order: When you're ready to proceed with your order, navigate to your cart and click on the "Create Order" button. This action will prompt you to enter additional details required for processing your order.
- Enter Order Details: Fill in the necessary details such as the delivery address, any relevant notes, a reference ID (if applicable), and the due date for the job. Ensure all information is entered correctly to avoid any delays or errors in processing your order.
- Confirm Order: Once you've provided all the required details, click on create order button to create an order.
Comments
0 comments
Please sign in to leave a comment.