Portal Store Setup
Publish a curated product catalog on your portal so customers can order directly or request quotes.
Portal Store Setup
The portal store lets your customers browse a curated selection of your products inside your customer portal — and act on them immediately. It is not a classic e-commerce shop: every action feeds straight into your normal RFQ → Quote → Order workflow. A priced item can be ordered directly; an unpriced item turns into an RFQ that lands on your desk. The store is available on every subscription plan, and portal users are unlimited and free on all plans.
How the Store Works
Your product catalog remains the single source of truth. The store is a lightweight layer on top of it: you choose which products appear on the portal, and optionally override the price and description shown there. Each catalog product can be added to the store once.
The customer-facing logic is simple:
| Item state | Button shown | What it creates |
|---|---|---|
| Has a price | Place Order | A sales order on your platform (status: pending) |
| No price | Request Quote | A sales RFQ on your platform (status: sent) |
Request Quote is always available, even on priced items — customers who want volume pricing or different terms can ask instead of ordering at the listed price.
An item counts as "priced" when it has a portal price override, or — if you leave that empty — when the underlying product has a reference price.
Before You Start
- Your portal must be live. See Portal Setup for enabling the portal, branding, and inviting users.
- You need products in your catalog. See Product Management.
The store shows only the items you explicitly add and mark as active — until you add products, customers see an empty store.
Adding Products to the Store
- Navigate to the Store section on the platform.
- Add a product from your catalog — or use bulk add to publish many products at once.
- Configure the portal-specific settings for each item (see below).
- Make sure the item is active — only active store items from active products appear on the portal.
Removing an item from the store only removes it from the portal; the product itself stays in your catalog.
Per-Item Settings
| Setting | Purpose |
|---|---|
| Portal price | Price shown on the portal. Leave empty to fall back to the product's reference price |
| Portal description | Portal-specific description. Leave empty to use the product description |
| Condition | New, refurbished, used, or surplus — shown as a badge |
| Lead time | In stock, 1–3 days, 3–5 days, 1 week, or 2 weeks |
| Featured | Highlights the item in the portal store |
| Sort order | Controls display ordering |
| Active | Controls whether the item is visible on the portal |
Stock availability from your inventory is also displayed alongside the item.
Category Visibility
Product categories have their own portal visibility toggle. Only categories marked as visible appear as filters in the portal store, and each can carry an icon for display. Manage this from the Store section, where each category row has a portal visibility toggle.
If the Electronics Pack add-on is active (available on Business plan and up), 29 electronics categories — active components, passives, connectors, and more — are seeded automatically with portal visibility enabled, in both Turkish and English.
What Your Customer Sees
From the customer's perspective, the flow looks like this:
- Sign in to your portal and open the Store.
- Browse items, filtered by category; featured items are highlighted.
- Open an item to see its detail page: price (if set), stock availability, condition, and lead time.
- Click Place Order (priced items) or Request Quote (always available).
- In the dialog, enter the quantity and optional notes, then confirm.
There is no multi-item cart — each order or quote request is placed per item, which keeps every document cleanly traceable to a single store listing.
The store appears only on customer and partner portals — supplier portal users do not see it. Within those portals, browsing is open to all roles; placing orders and requesting quotes requires write access on the store (Portal Owner or Portal Admin). Portal Members can browse in read-only mode.
Where the Documents Land
Everything a customer does in the store arrives in your normal work queues, tagged with channel portal:
- Place Order creates a sales order with status pending — it appears in your Orders list, ready for confirmation and fulfillment. See Order Management.
- Request Quote creates a sales RFQ with status sent — it appears in your RFQ list, and you respond by preparing a quote. See RFQ Management.
From there, both follow the standard lifecycle: orders move through confirmation and fulfillment, and quotes can be accepted by the customer directly on the portal.
Tips
- Price your fast movers. Items with stable pricing convert to direct orders with zero back-and-forth.
- Leave strategic items unpriced. Anything with volatile cost or negotiated pricing is better served by the RFQ path.
- Use featured items and sort order to surface what you actually want to sell first.
- Keep lead times honest — the lead time badge sets customer expectations before they order.