Order portal#

The order portal gives customers a private catalog where they can sign in and place orders. Start with customers who reorder the same items often.

First setup#

1. Set the portal address and display name in Channels.
2. Check the items, options, and prices shown in the portal.
3. Let customers request access, or create their accounts in advance.
4. When your team approves a signup request, StackCube creates the customer profile and login account.
5. The customer selects items, enters delivery details, and submits the order.
6. Your team reviews and approves it in Order management.
7. The customer can check pending, approved, and rejected orders in Order history.

Portal orders are not approved automatically. Check items, quantities, prices, delivery details, and possible duplicates in Order management.

What customers can do#

Customers use the portal to:

• Request access
• Log in and change password
• Update profile, contact, and delivery information
• Search portal-visible items
• Select options, add items to the cart, and submit orders
• Review their own order history and line details
• See order status changes

Create accounts in Customers, or approve a signup request. An approved request can also add a login to an existing customer.

Signup approval#

Portal signup requests appear in Customers > Signup requests. Review each request, then approve or reject it.

Review before approval:

• Company name and business registration number
• Contact name, mobile number, and email
• Requested login ID duplication
• Whether the customer is already registered
• Customer code
• Internal assignee and price tier

Approval creates the customer profile and portal account. Add a reason when rejecting so another request from the same customer is easy to identify.

For customer imports and signup processing, see customer imports and signup requests.

Customer-specific pricing#

Portal prices use the price tier and rules assigned to each customer. The same item may show a different price to different customers.

To show customer-specific prices:

1. Enter default item prices.
2. Create price tiers such as VIP, distributor, or wholesale.
3. Assign price tiers to customers.
4. Add fixed-price or discount rules for each tier.
5. Sign in as a test customer and check the prices.

For tier setup and rules, see customer-specific pricing.

Order history#

Customers can open Order history to see pending, approved, and rejected orders, including line details and status history.

Customers can see these statuses, so decide when the team should approve or reject an order.

When payment is required#

The portal receives orders for your team to approve. Card and bank-transfer payments are not included. If payment is required, first decide when to approve orders and how to handle tax invoices, credit, and settlement.

Before connecting a payment service, decide:

• Whether payment is required before order submission.
• Whether to send a payment link after approval.
• Whether customer credit, tax invoice, or monthly settlement should stay in place.
• Where cancellation, partial shipment, and returns are handled.

Payment must be connected separately from the order portal.

Settings to check#

1. Choose the portal address and display name.
2. Enable order intake for the portal.
3. Decide whether prices are visible before login.
4. Choose list-style or grouped option display.
5. Confirm portal-visible items, images, and descriptions.
6. Prepare customer login accounts or the signup approval process.
7. Confirm customer price tiers and price rules.
8. Log in as a test customer and verify order submission and order history.

Manage the portal address, pre-login prices, option display, and order intake in channel settings and intake history.

Customers to invite first#

Share the portal first with customers whose items and prices are already set. Other customers can keep using email, KakaoTalk, SMS, or file upload.

Start with a few customers whose items and prices are ready. During the first week, check signup requests, login failures, missing items, incorrect prices, and questions about order history.