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The details tab contains various options you can toggle to change the customer portal experience. The section below details all of the various options and how they work
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Hide attachments on the shopping basket - With this option enabled all attachments added to the project will not be shown to the customer when they view their shopping basket
Hide attachments on Rate Card - With this option enabled any attachments that. have been added to a rate card will not be visible to customers
Hide delivery date on the shopping basket - With this option enabled the customer user wont be able to choose a delivery date when processing their order
Allow multiple addresses on orders - With this option enabled the customer can add multiple delivery address to their order
Show back orders - With this option enabled the customer will be able to see how many backorders are assigned to an item
Show Latest News Menu in the portal - This option adds the latest news tab to the menu on the portal
Show My Details page on first login - With this option enabled when the customer user first logs in they will be presented with the ‘My Details’ page which will allow them to verify their details are correct and amend if necessary
Show product notes - With this option enabled any notes that have been added to a catalogue item will be visible to the user
Show PDF links - This option will show customers links to any PDFs that have been attached to items
Show product code - With this option enabled the product code will be visible to the customer
Show current stock level - With this option enabled the current stock level of any item will be visible to the customer
Show unit prices on the shopping basket - With this option enabled the unit price will be visible to the customer as well as the base price
Show signup link on login page - With this option enabled a link will be added to the login page which will allow other users to register to use the customer portal. Admins verify users who register
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Image | Size | Example | Description |
|---|---|---|---|
Banner Image | 900 x 94 pixels | 
| Appears at the top of every page on the Customer Catalog (including the login page). |
Login Background | 423 x 254 pixels |  | Appears only on the login page. |
Banner Image900 x 94 pixels
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x 254 pixels | | Appears only on the login page. |
Styles Tab
This is where the Service Provider can customise the styling of a Customer Catalogue using CSS (Cascading Style Sheets).
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By using the customers tab you can assign different sets of customers to different sets of portals with their own branding and configuration
Adding a customer
Simply click the ‘add customer’ button
Search for a customer by typing in the customer field, customers will be suggested as you type
Click the blue ‘add’ button
To remove a customer simply click the bin icon
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