Portal Features
If users forget their password on the login page, they can click the “Forgot Password” button. This brings up a prompt, where users can type in their email address. A link to reset their password will be sent to that email address.
If the user logged into the portal is a sales rep or other company representative with multiple accounts assigned to them, they can first click on their username in the upper righthand corner of the screen, then click “Change Location” from the dropdown menu to change their location and select which client they are shopping for.
Clicking on an individual item brings up the item detail page. This page displays product details, ordered quantity, and items frequently purchased together.
The top of the page lists the name of the item, and below that is displayed the following information:
- Order
- Price, Price per Unit
- Quantity
- Total
- Product Details
- Generic
- Brand Equivalent
- Manufacturer
- Size
- Strength
- Case Size
- Price
- Unit Price
- Average Wholesale
- Frequently Purchased Together (list of items)
- Item
- Icon List (Short Dates, Previously Purchased, Refrigerated, Controlled Substance, Prescription Drug, Hazmat)
- Size, Strength
- On Hand, Soonest Expiration
- Price, Price per Unit
- Quantity
- Total
Users can go directly to the item detail page of one of the frequently purchased together items by clicking on that item’s name.
- Equivalents (same item but a different brand)
Clicking on “Contact Us” in the dropdown menu after clicking on the user name brings up the contact prompt.
From there, customers can select a reason for contacting the company:
- General Inquiry
- Request a quote for a non-inventory item
Customers can then type a message to send to the company.
Messages will be passed along to the sales rep assigned to that client and to the sales manager, who can respond to the customer.
Click “Submit” to submit your query.
For more information, please see Client Inquiries in the Dashboard section.
Main Page -- E-commerce
Updated 3 months ago