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Flyte Knowledge Base

Customers & the customer portal

Customers, groups, contacts, and what your customers see in their portal.

  1. 1Creating a customerAdd a new customer company, choose their customer code, set their type, currency and mark-up, and follow the order of work that avoids "I can't see it" calls.
  2. 2Saved addressesKeep up to five delivery addresses on a customer, set the default that preloads on new orders, and see where customers pick an address.
  3. 3People and portal accessAdd the people at a customer, choose an account admin, set their order emails and reports, and disable or remove someone who has left.
  4. 4Who receives customer emailsThe contact rule explained: every order email goes to the order's contact, the visual's emails go to the visual's contact, and what Order emails switches off.
  5. 5Sub groups and the logo libraryCreate sub groups for each club, school or team under a customer, assign people to them, and build a reusable logo library.
  6. 6Inviting customers to the portalSend a customer's people their set-password invite, resend expired links, reset passwords, and fix invites that never arrive.
  7. 7What customers can seeExactly what each person at a customer sees in the portal, what is shared company-wide, and what customers never see.
  8. 8The customer portal, from your sideA merchant's tour of what your customers use: Home, Catalogue, Stock, Visuals, To get done, Orders, Shipments, the Locker Room and the link pages.
  9. 9Customer logo and brand colourGive each customer their own logo and brand colour so the emails and approval pages they forward carry their branding, not yours.
  10. 10Customer detailingsKeep each customer's neck labels, neck tape, care labels and woven tabs in a library, and add them to products in two clicks.