In order for your customers to view their inventory online, portal users must be set up in Windfall. The customer will use the same web address the warehouse uses to access their inventory.

The customer portal user will only have the ability to view inventory, view articles, view attachments, and create work orders.

Only commercial customers will be able to have portal users.

Creating Portal Users

Navigate to the customer, and click on the ‘Portal Users’ tab.

Click ‘New’ at the top of the page to create a new user.

Details Box

Create a username for the user. The username must be a valid email address.
Enter the user’s first and last name.
Create a password for the user.
Password must be at least seven characters.

Put the password in the Comments section. Passwords are not displayed on the portal user account. So entering the password into the Comments section will allow you to reference it, should the portal user ever forget what it is.

Shipping Address

This is where the user’s shipping address information will be entered.

Settings

Settings Fields

Customer Name: The customer name will already be chosen. If the user needs to be associated with any other customers, you can select those customers as well.
View Out of Warehouse Inventory: This will give the user the option to view inventory that is in the 'Out Of Warehouse' status.
Create Work Orders: Checking this gives the user the capability to create work orders.
Approve Work Orders: Checking this gives the user ability to approve work orders created.
View Images: Checking this will allow the user to view inventory images.
View Inventory Locations: Checking this allows the user to see the specific warehouse locations for inventory items.
Create/Modify Templates: This will give the user permission to create and edit template work orders.<Link>
Cost Center Code: This can be entered if you want to limit the portal user’s access to only specific cost centers.
Work Order Approver: If you are creating a portal user which needs to have work orders approved, use the drop down box select the user that needs to approve the work order.
Attach Work Order Spreadsheet to Email: Check this if you want a spreadsheet emailed when a work order is created.
Portal Email Addresses: If you would like to send email notifications when the Portal User creates a work order, enter the email addresses of the parties here.

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Windfall: Create Portal Users