How to Give a Wholesale Account access to the Portal

In this article, we’ll go over the steps to grant a Wholesale Account access to the Customer Portal in Flawless POS. Once access is enabled, the account can view orders, invoices, memos, and more.

You may refer to this video for a step-by-step guide on granting Customer Portal access: https://www.youtube.com/watch?v=z6OvnGvGHqU

Step 1: Access the Wholesale Account Module

1. Open the Wholesale Accounts menu from the left navigation panel.
   
    

2. Select the Wholesale Account to which you’d like to grant portal access. For this guide, we’ll be using the account named Jov.
   
    
   
   
   

Step 2: Navigate to the Account Settings

1. After selecting the Wholesale Account, click on the Account tab.

2. Next, click on the Settings tab.
   
    
   
   
   

Step 3: Enable Portal Access

1. In the Wholesale Portal section, locate the Enable Portal Access checkbox and check it to allow portal access.
   
    

2. To invite the Wholesale Account to the portal, click on the Send Portal Invitation button.
   
   
    
   
   
   

Step 4: Configure and Send the Portal Invitation Email

1. In the Build Message dialog that appears, review the email content and confirm the recipient’s email address.

2. Once satisfied with the details, press Send to deliver the invitation. 

    Note: It may take a few minutes for the invitation email to arrive.

Step 5: Accessing the Wholesale Portal

1. Once the invitation is received, the Wholesale Account can follow the link in the email to access the Customer Portal.

2. Through the portal, they’ll only be able to view the following tabs:

   • Statements Tab
     
     

• Payments Tab
  
  

• Orders Tab
  
  

• Invoices Tab
  
  

• Memo Tab
  
  
   

• Proposals Tab
  
  

Troubleshooting

For any issues encountered while enabling portal access or sending invitations, please contact Flawless POS support for assistance.