Wholesale Portal: How to Set Up a Test Portal

Creating a Test Product

1. In the menu bar, click the drop drop arrow next to Inventory and choose Products

2. In the Product Page, click the New Product button on the left and choose Other

3. Begin creating your Test Product
4. Use the Question Marks "?" to learn the meaning of a field. A black box will pop up (as below) with more details.
5. Make sure this Product is Active and Available on the Portal

4. The description fields will show up on the Portal
5. Skip Catalogs and Exclusivity for now
6. Upload on image to get the full effect of testing the product on the portal but if you're in a rush, it's not necessary.
7. The product will auto assign to "other"  category, so no need to
8. Skip Options section
9. Enter in a placeholder for the weight and price and press create

Enabling the Portal

Before your customers can use the portal, you need to enable the wholesale portal at an account level in the settings and establish a custom subdomain for your wholesale store. 

1. Navigate to your name in the top right corner. Then select Settings.
2. Navigate to Sales > Portal.

3. Enable the portal by clicking the toggle to ON and creating a SubDomain for your portal.

   (For the subdomain, use a short version of your name

   example: Big Tree Coffee Roasters could choose “bigtree” for the subdomain

   It would appear as:

   bigtree.roastertools.com

4. Click Update Access.

5. 

Congrats!

Your Portal has been enabled and you are ready to start inviting your customers to use it to place orders!

Creating a Test Customer

It is great to have a test customer to review how your products are displayed in the portal.

Create yourself as a Contact

1. Navigate to Sales > Contacts
2. Top right "Create New Contact" - Usually named "Test Customer" or similar
3. Enter in your name, email and press "create contact"

Create your Test Customer

1. Navigate to Sales > Customers
2. Top right "Create New Customer"
3. Enter in the basic info (ignore the optional section)
4. Return to the main customer page, select Edit on your test account
5. Scroll to contacts section - In the search bar above "Link Selected Contacts" find your Test contact name and click the button
6. Send an invite to the contact

7. Go to your email to accept the invitation to the portal
8. You can log into the portal from there
9. You can now also click the square with the arrow to open the portal from inside the app
   1. If the portal isn't active for this customer, you will need to return to the customer list page and enable the portal for that customer before opening the portal.

View Portal

Open the Test Customer's Portal to view the Test Product

Select the square the up arrow any time you want to open the portal as the customer