Guide: Sales Channel _ Portal

Sales Channel _ Portal

• Turn on: can access the channel and setting the product for channel.
• Turn off: can not access the channel

Turn on: can access the channel and setting the product for channel.

Turn off: can not access the channel

Portal

Add Product for Portal channel

• Step 1. Go to Sales channel menu -> Active Portal channel -> click Setting product
• Step 2. Click Addbutton
• Step 3. In the Add productpopup, fill in the requied details: 1. Select the Group product2. Select the Product

Update Price

If you want the selling price on the Portal to differ from the price declared in CRM:

Select the item to be edited and click-> change theprices-> Click Savebutton.

The changed price of this product is updated on the portal channel.

Delete item on Portal channel

Deleted item does not show on Portal channel.

Method 1. Delete each item

Step 1. Select the item to delete -> click Deletebutton

Step 2.Confirm your selection in the following pop-up. The item will be deleted.

Method 2. Delete multiple items at once

Step 1. Select the function to display the number of items on 1 page -> select All -> check the top empty box or select the items to be deleted → Click Bulk action

Step 2. Then check Mass delete→ Click Confirm

Update Price

Used when the sale price of the item in the CRM changes and the user wants the price of the product on the Portal channel to be the same as the sale price in the CRM.

• Step 1. Edit the selling price of these items in the modules: Inventory, Manufacturing or Sale-Items (if any)
• Step 2. Go to the Portal channel -> click Update Pricebutton→Pricecolumn and Price per channelcolumn are updated.