How to Invite Customer to Your Wholesale Portal

Your wholesale portal is the best way to ensure your customers can place their orders easily 24 hours a day. Before enabling access for individual customers, be sure to enable the wholesale portal for your account.

How to Enable Portal Access for Your Customers

1. Navigate to Sales > Customers.
2. For your desired customer, click the Portal toggle to On. If there is a contact assigned to this customer, you are given the option to send an email invitation to that contact. If you select Send Email, the assigned contacts will receive an email invitation to create a login. 

Using Logins and Passwords for Customers

If your customer decides to create a login and password, they can simply log in at any point to create orders. If they decline to create a personalized account, they can still access the portal through the link in the Outreach Emails

To turn on outreach emails, in the customer settings, scroll to the "Outreach and Portal" section, select "Send Reminder Email on Sundays" and then save.

How to Assign Contacts to Outreach Plans

RoasterTools can automate your weekly outreach for this customer based on their assigned production schedule. As part of enabling a customer to access the portal, you may want to also consider assigning the customer to a weekly outreach plan.  

You can learn more about how to do this by reviewing the articleHow to Send Automatic Outreach Emails.