Customer Portal Guide

The Customer Portal is your dedicated self-service space to access all documents and communications with your supplier. It is completely separate from the admin panel with independent authentication.

Logging In

1. Navigate to the Customer Portal URL provided by your supplier.
2. Enter your registered email address and password.
3. Click Sign In.
4. Your dashboard displays: open quotes, pending invoices, and recent activity.

Requesting a Quote

1. Navigate to Quote Requests in your portal menu.
2. Click Submit New Quote Request.
3. Describe the products or services you require, including quantities and any specifications.
4. Click Submit.

You will receive a notification when the supplier has responded with a proforma invoice.

Viewing and Confirming Proforma Invoices

1. Navigate to My Proformas in the portal menu.
2. Click on the relevant proforma to view the full details.
3. Review the items, quantities, prices, and total.
4. Click Accept if you agree to proceed, or contact your supplier if you need changes.

Viewing Invoices

1. Navigate to My Invoices in the portal menu.
2. All invoices are listed with their status: Sent, Paid, Overdue, or Cancelled.
3. Click any invoice to view full details and download a PDF copy.

Managing Your Profile

1. Click your name or profile icon at the top of the portal.
2. Select Account Settings.
3. Update your contact details, address, or change your password.
4. Click Save Changes.

Submitting a Support Ticket

1. Navigate to Support in the portal menu.
2. Click Submit New Ticket.
3. Select the ticket category that best describes your issue.
4. Describe the issue clearly, including relevant invoice or order numbers.
5. Click Submit.