Hello and welcome to the Customer Portal. This article will take a closer look at the features and how to add new orders. The article is catered to users of the Customer Portal.

If you are looking to set up the customer portal, click here

Note: because the customer portal is customizable, it is possible that some fields are extra or not shown compared to the screenshot in the article.

The flow however stays the same.

(All images can be viewed in detail by right-clicking and open in a new window)

To register you should go to the URL of the Customer Portal provided by the company.

Here you will be greeted by the homepage and you have the option to log in or register as a new user.

If you are a first-time user, click the register button and this will bring you to the account request page. Enter your info and proceed by clicking on 'request account'

This will let the owner of the Customer Portal know of your request and they can then approve this.

When approved, you will get an email with your login credentials. Now you can proceed and log in and make your first order!

When you log in for the first time, you will be greeted by the home screen aka Dashboard, which looks like this:

On the left, we have the menu bar, where you can navigate to the order, search bar or go back home. On the bottom left you have your personal settings where you can change your profile settings.

Now that we got this out of the way, let's move on to adding an order by clicking 'add order' in the top right corner.

Here Flo will greet you and asks what kind of order you want to add

You have 3 options:

Select one and click next step.

We'll first take a look at One collection - One delivery.

Here you select the customer by either using the search bar or pick one from the customer accounts.

Click next step to proceed to the collection.

On this page you need to enter a new location or select one from the drop-down menu.

At the collection time, you have the choice between as soon as possible or my preferred time. Here you can specify the date and hour for the collection.

At the bottom, you enter your personal details.

Press next step to proceed to the delivery.

Here you enter the delivery info. Same as with the collection, you also choose an existing delivery address or make a new one.

When you finish this step, we can add parts.

On this page, you'll be welcomed with:

Click the 'add goods' button in the top right corner to start.

This brings you to this window, where you enter the details of the goods:

When all info is provided, you click save and the goods will be added to the order.

You can add more goods if needed or you click 'next step' to go to the final step in the process.

In the final step, additional information can be added and you can upload documents if needed. When all information is provided and you want to submit the order, click add order.

Congratulations, your order is in the system and will be processed.

As I previously mentioned we have 3 order types. Besides the one collection one delivery, it is also possible to have:

These work exactly the same, but you can add more than one collection or more than one delivery to an order.

Let's take a look at how this works:

Just follow the same flow as before. Only on the delivery page, things are a bit different:

When choosing this type of order, you will be able to add multiple collections and one delivery.

Here the workflow is again the same, the difference here is that we are going to add multiple collection locations and one delivery location.

This time, you need to add goods per collection address.