Each portal order and quote lands in your CRM on its own, marked as from the portal, and alerts you with a counter and the bell. On the web you review it line by line, decide how much you fill and what happens to what’s missing, then dispatch and invoice it like any other.
- Where it works
- On the web and in the app
- What you need
- With the B2B Portal
Other ways to ask
- Can I review the order before shipping it?
- What if the customer orders something I don’t have?
Related topics
- Ordering portal for your customers (B2B)
- The portal shows your real prices and stock
- Portal with your brand and domain
- Your customers’ access to the portal
- Take payments in the portal with PayPal
See all frequently asked questions →
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