Customer Portal Overview

The Customer Portal allows your customers to access information such as open orders, payment history, and check account information via a website. The Customer portal also allows your customers to place orders, and change payment and ship-to options.

The Customer portal menu items are available depending on the menu security set for the current user's group. If the current user belongs to more than one group, the permissions are cumulative.

NOTE: A Traverse Portal administrator must first set up the customer record in the Customer Portal Manager Customers and Users functions.

Use the navigation bar on the left side of the page to access the various functions within the portal.

My Account

At the top right corner of the Customer Portal title bar, the currently logged-in user is displayed, along with the current company and customer IDs.

The My Account link allows you to access and change the user name, email, password, and default location.

Use the Log Out link to log out of the Customer Portal.