Setting Up Customer/Vendor Portals
FreightPOP allows customers to create portals for Customers or Vendors. Customer/Vendor portals will have their own address book within FreightPOP and will not have access to the global address book for the main account.
There are a few steps that need to be completed for a successful setup.
- Add the address that will be the user's default warehouse within your address book under Settings-->Address Book.
Enable “CUSTOMER/VENDOR” under Options. This will allow that address to show under User Warehouses in User Manager.
- When creating the user, make sure to select the applicable option from the “User Type” drop down.
- Enable which screens will be accessible within FreightPOP. Most accounts will allow a Customer or Vendor access to Orders, Quote/Ship, Track, and History. If the Customer or Vendor does not see one of these on their menu, it is because it has not been enabled in this setting.
- Choose which warehouse(s) the user should have access to in User Warehouses. Multiple selections can be made. Any address within the address book that has been enabled as a "Customer/Vendor" will appear in this menu.
- Select a Default Warehouse. Addresses enabled from User Warehouses will appear here. Only one warehouse can be set as a default. This will be the user's default ship from address in FreightPOP.
- Set User Visibility. Only Show Default Warehouse Shipments or Only Show User's Shipments are recommended.
Once the settings are saved the setup is complete.