Customer Portal User Guide

This information can be used to give your customers some basic instructions for using the customer portal. You can copy the contents and edit it to your liking before sending it to your customers.

Online Customer Service Center

The Online Customer Service Center provides easy access to your account information.

– 24 Hour Access
– Availability and Pricing
– Order Online
– View Pending Orders
– View Order History
– Get Tracking Information
– View Payments and Credits
– Mobile and Tablet Friendly

MENU OVERVIEW

Availability and Pricing
To check availability and pricing, choose the Availability and Pricing link from the Home page. If more than one price list is available, select a Price List by clicking Review Prices.

Order
To order online, choose the Order link from the Home page. Select an order form and click Place Order or Reorder (use Reorder to quickly order previously invoiced items).

Pending Orders
To check the status of recently submitted and/or open sales orders, choose Pending Orders from the Home page. You can sort the list by clicking on the column headers. Click Print to print the list of pending orders. Click the Submitted/Ref Number link for any order to display the details. Click Print to print the order.

Invoices/Shipments
To see your order history, choose Invoices from the Home page. You can sort the list by clicking on the column headers. Click Print to print the list of invoices. Click the Ref Number link for any invoice to display the details. Click Print to print the invoice.

Payments and Credits
To see payments received and credits issued, choose Payments and Credits from the Home page. You can sort the list by clicking on the column headers. Click Print to print the list of payments and credits. Click the Ref Number link for any payment or credit to display the details. Click Print to print the payment or credit.

User Settings
To view your company profile and manage users, choose User Settings from the Home page. If your Company Profile information is incorrect, please notify us by phone or email. Click Edit to add remove users from the system. To add a user, click Add User and enter the user’s Name, Email, Phone, and Time Zone. Currently, Receive SMS Alerts is not available so Mobile Carrier, Mobile Number, and Notify Mobile do not apply. Under Roles, check Administrator if you would like this user to be able to add other users as well. Check Payments Manager if you would like this user to see the Payments and Credits menu (if available). When you click Submit, an email from notifications@nowcommerce.com will be sent to the new user, providing a temporary password to sign in to the Online Customer Service Center.

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Posted in FAQ, Manage Portal Access