How the order portal works
Share the portal link with your customer
In StackCube, generate a unique portal link for each customer account. Send the link directly to the buyer — by email, chat, or however you typically communicate. The link is specific to that customer and gives access only to their catalog and pricing. No signup process is required; you control who gets access.
Customer logs in and browses their catalog
The customer opens their portal link and sees only the items that are available to them, at the prices configured for their account. This eliminates confusion over product variants, discontinued items, and tiered pricing — the customer can only select what you’ve made available to them.
Customer adds items to cart and submits
The customer adds quantities for the items they need and submits the order, exactly like a consumer e-commerce checkout. They can add order notes, reference a PO number, or specify a delivery date if your portal is configured to accept those fields.
Your team reviews the order in StackCube
The submitted order appears in your StackCube order list as a fully structured candidate — item names, SKUs, quantities, and pricing are already filled in from the portal. Your team reviews, approves, and moves it to fulfillment without needing to decode a message or re-enter any data.
Each customer receives their own unique portal link. Portal A for Customer A shows Customer A’s items and prices; Customer B’s link shows only their catalog. Links are not interchangeable, and customers cannot see each other’s pricing or available items.
Key benefits
Fewer item-name errors
Because customers select from a pre-loaded catalog rather than typing free text, mismatched product names and SKU ambiguity are eliminated at the source.
Faster repeat orders
Customers who reorder the same items regularly can add them to cart in seconds. The portal remembers past orders and can surface frequently ordered items prominently.
Customer-specific pricing
Each portal reflects the negotiated pricing and available SKUs for that specific account — no risk of a customer ordering at the wrong price tier or requesting items not in their contract.
Reduced back-and-forth
Because the portal validates item availability and pricing at submission time, your team receives cleaner orders that need less clarification before approval.
Configuration options
Can I control which items each customer sees?
Can I control which items each customer sees?
Yes. When setting up a customer’s portal, you define their catalog by selecting from your master product list. You can include all items, a specific category, or a hand-picked set — whatever matches that customer’s account terms.
Can I set customer-specific pricing in the portal?
Can I set customer-specific pricing in the portal?
Yes. Each customer portal supports independent pricing rules. You can set a flat price per SKU for that customer, apply a discount percentage, or inherit pricing from a customer group. Prices shown in the portal are the prices that appear on the submitted order candidate.
What happens if an item goes out of stock?
What happens if an item goes out of stock?
Out-of-stock items can be configured to appear as unavailable in the portal (greyed out with a status label) or hidden entirely, depending on your preference. Customers won’t be able to add unavailable items to their cart.
Can customers see their order history in the portal?
Can customers see their order history in the portal?
Order history visibility in the customer portal is available on the Growth plan and above. Customers can review their past submitted orders, which makes it easy to reorder a previous basket with minimal effort.