General

Customer Portal (hereafter referred to as CUP) is a module that allows your customers to create their own orders. This article is meant for customer portal owners. If you want to know more about making orders as a customer, click here

(Every image can be enlarged by right-clicking the image and open in a new window)

You set up CUP via the Control Tower: Admin -> Customer Portal -> Customer Portal Settings.

When you create a division, you have the option to generate a CUP for that division.

In the general tab, you will find the URL of your CUP, the division and group.

The group setting:

When a new user register, you as a CT user will receive the account request here:

The new CUP users will be assigned to this specific group in their user accounts based on the group setting. Like this:

Homepage

In this tab, you can configure how your homepage (login/register page) will look.

You can enable the search bar so customers can search for orders without login in.

The home page tag line and a welcome message will be displayed as followed:

Next, you can customize contact info and office hours.

On your homepage, it will look like this.

Footer text + terms and conditions will be at the bottom left of the page.

In the theming options, you are able to customize your homepage with your company logo.

Dashboard

Once a customer is logged in, they are welcomed by the dashboard.

You can set up the dashboard here:

You can customize what is shown on the dashboard. You can hover over the options for more information.

This is how the homepage looks with the above provided information:

Order Logic

Here you configure the settings for the order itself. What do I want my customers to see and which fields should be shown and/or mandatory.

(Note that you can hover over most of the topics for more information.)

Order logic: here you choose between Sales Orders and Material Orders.

Order types: what kind of orders are you allowing to your customers:

How it looks in CUP

Service levels: which service level should be used for the orders made.
(Note that multiple service levels are only available from 4.20 and up)

The service level(s) will be shown on the collection page:
Order logic: you can allow/limit origin and destination countries if needed.
Documents: enable or disable the option to print documents from the order + set the text in your footer in the PDF document.

Scheduled times: (hover over the options for more info)
Are customers allowed to add orders outside of office hours?
Can they add ASAP orders?
How much time between the order and the collection?

In CUP it will be displayed like this. If ASAP is selected, the scheduled collection time will be based on the settings. (earliest from/to schedule)
Reason codes: show reason codes on the order details page or not:
Parts & packaging: Should the parts and packaging be shown on the order details page?
Manual overrides: when enabled, these values will be reflected on the linked SO/MO.

Parts & packaging will be shown like this:
Quote restrictions: hide the price if weight, distance, volume and so on is bigger than x value or checked options.
Map: show map, route, live GPS or ETA?

When checked, this info will be shown when the order finished by the customer and live in the system:
Other info: hover over the topics for more info