Zoho Inventory - Customer Portal

<!DOCTYPE html> <html lang="en"> <head> <title>Zoho Inventory - Customer Portal - Preferences</title> <meta name="description" content="Communicate with your customers easily and let them manage their invoices easily with the help of the Customer Portal"/> <meta http-equiv="Content-Type" content="text/html; charset=utf-8"/> <meta name="viewport" content="width=device-width, initial-scale=1"> <link rel="SHORTCUT ICON" href="https://www.zohowebstatic.com/sites/zweb/images/favicon.ico" type="image/x-icon"> <link href="/inventory/styles/common/zoho-puvi.css" rel="stylesheet" type="text/css"> <link href="/inventory/styles/bootstrap.min.css" rel="stylesheet" type="text/css"> <link href="/inventory/help/styles/help.css" rel="stylesheet" type="text/css"> <link rel="alternate" hreflang="x-default" href="https://www.zoho.com/inventory/help/customer-portal/preferences.html"> <link rel="alternate" hreflang="en-gb" href="https://www.zoho.com/uk/inventory/help/customer-portal/preferences.html"> 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class="edition-image-uk"></div> <div class="edition-label">United Kingdom</div> </a> </div> <div class="edition-select-list-item" onclick="switchEdition('us')"> <a href="javascript:void(0)"> <div class="edition-image-us"></div> <div class="edition-label">United States</div> </a> </div> </div> </div> </div> </div> </div> <div class="mobile-version text-right"> <div class="col-lg-11 col-md-10 col-sm-10 search-box" style="z-index:1;"> <form action="/za/inventory/help/search/results.html" class="srchbox clearfix"> <input class="src-input no-print" name="search" placeholder="Search Document" type="text" value=""> </form> </div> </div> <div class="navbar-collapse collapse" id="help-main-menu"> <ul class="nav navbar-nav navbar-right nav-list-position"> <li ><a href="/za/inventory/kb/general-overview/" target="_blank">FAQ</a></li> <li><a href="/inventory/api/v1/" target="_blank">Developers</a></li> <li><a href="/za/inventory/support/" target="_blank">Resources</a></li> <li id="help-kb-signup-button"><a class="signin" href="https://accounts.zoho.com/signin?servicename=ZohoInventory&signupurl=https://www.zoho.com/za/inventory/signup?help.header" target="_blank">Sign In</a></li> </ul> </div> </div> <div class="mobile-search"> <form action="/za/inventory/help/search/results.html" class="srchbox clearfix"> <input class="src-input no-print" name="search" placeholder="Search Document" type="text" value=""> </form> </div> <div class="help-container" id="help-container"> <div class="help-sidebar" id="side-bar-group"> <div class="sidebar-close"> <span class="icon-close">x</span> CLOSE </div> <ul class="help-main-menu nav nav-pills nav-stacked"> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Getting Started</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/getting-started/sign-up.html">Access Zoho Inventory</a> </li> <li > <a href="/za/inventory/help/getting-started/login.html">Log In to Zoho Inventory</a> </li> <li > <a href="/za/inventory/help/getting-started/dashboard.html">The Dashboard</a> </li> <li > <a href="/za/inventory/help/getting-started/manage-organization.html">Manage Organizations</a> </li> <li > <a href="/za/inventory/help/getting-started/keyboard-shortcuts.html">Keyboard Shortcuts</a> </li> <li > <a href="/za/inventory/help/items/items-preferences.html">Item Preferences</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Settings</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/settings/settings-overview.html">Settings - Overview</a> </li> <li > <a href="/za/inventory/help/settings/organization-settings.html">Organization Profile</a> </li> <li > <a href="/za/inventory/help/settings/users.html">Users & Roles</a> </li> <li > <a href="/za/inventory/help/settings/preferences.html">Preferences</a> </li> <li > <a href="/za/inventory/help/settings/currencies.html">Currencies</a> </li> <li > <a href="/za/inventory/help/settings/sub-accounts.html">Sub Accounts</a> </li> <li > <a href="/za/inventory/help/settings/reporting-tags.html">Reporting Tags</a> </li> <li > <a href="/za/inventory/help/settings/templates.html">PDF Templates</a> </li> <li > <a href="/za/inventory/help/settings/emails.html">Emails</a> </li> <li > <a href="/za/inventory/help/settings/reminders.html">Reminders</a> </li> <li > <a href="/za/inventory/help/settings/automation.html">Automation</a> </li> <li > <a href="/za/inventory/help/settings/connections.html">Connections</a> </li> <li > <a href="/za/inventory/help/web-tabs/index.html">Web Tabs</a> </li> <li > <a href="/za/inventory/help/settings/incoming-webhooks.html">Incoming Webhooks</a> </li> <li > <a href="/za/inventory/help/import-export/data-backup.html">Data Backup</a> </li> <li > <a href="/za/inventory/help/subscription/subscription.html">Subscription</a> </li> <li > <a href="/za/inventory/help/settings/privacy-and-security.html">Privacy & Security</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">VAT</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/vat/vat-in-settings.html">VAT in Settings</a> </li> <li > <a href="/za/inventory/help/vat/vat-in-transactions.html">VAT in Transactions</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Documents</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/documents/documents.html">Documents - Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Locations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/locations.html">Overview</a> </li> <li > <a href="/za/inventory/help/locations/basic-functions.html">Basic Functions in Locations</a> </li> <li > <a href="/za/inventory/help/locations/functions.html">Functions in Locations</a> </li> <li > <a href="/za/inventory/help/locations/other-actions.html">Other Actions for Locations</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Warehouses</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/warehouses/warehouses-overview.html">Overview</a> </li> <li > <a href="/za/inventory/help/warehouses/warehouse-operations.html">Warehouse Operations</a> </li> <li > <a href="/za/inventory/help/warehouses/transfer-orders.html">Transfer Orders</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Customers & Vendors</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/contacts/contacts-overview.html">Overview</a> </li> <li > <a href="/za/inventory/help/contacts/contact-details-page.html">Details Page</a> </li> <li > <a href="/za/inventory/help/contacts/manage-contacts.html">Manage Customers & Vendors</a> </li> <li > <a href="/za/inventory/help/contacts/customer-credit-limit.html">Customer Credit Limit</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Items, Groups and Composites</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/items/items-overview.html">Items</a> </li> <li > <a href="/za/inventory/help/items/item-groups.html">Item Groups</a> </li> <li > <a href="/za/inventory/help/items/composite-items.html">Composite Items</a> </li> <li > <a href="/za/inventory/help/items/item-managing.html">More Actions on Items</a> </li> <li > <a href="/za/inventory/help/items/item-details.html">Item Details Page</a> </li> <li > <a href="/za/inventory/help/items/saleschannel-items.html">Sales Channel Items</a> </li> <li > <a href="/za/inventory/help/items/stock-counts.html">Stock Counts</a> </li> <li > <a href="/za/inventory/help/items/item-categories.html">Item Categories</a> </li> <li > <a href="/za/inventory/help/items/price-list.html">Price Lists</a> </li> <li > <a href="/za/inventory/help/items/inventory-adjustments.html">Inventory Adjustments</a> </li> <li > <a href="/za/inventory/help/items/items-preferences.html">Item Preferences</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Bin Locations</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/bin-locations/index.html">Bin Locations</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Advanced Inventory Tracking</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/advanced-inventory-tracking/batch-tracking.html">Batch Tracking</a> </li> <li > <a href="/za/inventory/help/advanced-inventory-tracking/serial-number-tracking.html">Serial Number Tracking</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Retainer Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/retainer-invoices/index.html">Overview</a> </li> <li > <a href="/za/inventory/help/retainer-invoices/manage-retainer-invoices.html">Manage Retainer Invoices</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Orders</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/sales-orders/sales-orders-overview.html">Sales Orders Overview</a> </li> <li > <a href="/za/inventory/help/sales-orders/sales-order-creation.html">Creating Sales Orders</a> </li> <li > <a href="/za/inventory/help/sales-orders/sales-order-managing.html">Managing Sales Orders</a> </li> <li > <a href="/za/inventory/help/sales-orders/other-actions.html">More Actions</a> </li> <li > <a href="/za/inventory/help/sales-orders/packages.html">Packages</a> </li> <li > <a href="/za/inventory/help/sales-orders/package-geometry.html">Package Geometry</a> </li> <li > <a href="/za/inventory/help/sales-orders/shipments.html">Shipments</a> </li> <li > <a href="/za/inventory/help/sales-orders/sales-order-cycle.html">Sales Order Cycle</a> </li> <li > <a href="/za/inventory/help/sales-orders/sales-persons.html">Salespersons</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Invoices</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/invoice/index.html">Invoices Overview</a> </li> <li > <a href="/za/inventory/help/invoice/record-payment.html">Recording Payments</a> </li> <li > <a href="/za/inventory/help/invoice/more-actions.html">More Actions</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Picklists</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/picklist/index.html">Picklist - Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Payments Received</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/payments-received/payments-received.html">Payments Received</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Sales Returns</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/sales-returns/sales-returns-overview.html">Overview</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Purchase Transactions</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/purchase-orders/purchase-orders-overview.html">Purchase Transactions - Overview</a> </li> <li > <a href="/za/inventory/help/purchase-orders/purchase-order-creation.html">Managing Purchase Orders</a> </li> <li > <a href="/za/inventory/help/purchase-orders/purchase-import-export.html">Importing & Exporting purchases</a> </li> <li > <a href="/za/inventory/help/purchase-orders/purchase-receive.html">Purchase Receives</a> </li> <li > <a 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class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Reports</a> <ul class="sub-menu nav nav-stacked" > <li > <a href="/za/inventory/help/reports/reports-overview.html">Reports Overview</a> </li> <li > <a href="/za/inventory/help/reports/managing-reports.html">Managing Reports</a> </li> <li > <a href="/za/inventory/help/reports/inventory-reports.html">Inventory Reports</a> </li> <li > <a href="/za/inventory/help/reports/sales-reports.html">Sales Reports</a> </li> <li > <a href="/za/inventory/help/reports/purchase-reports.html">Purchase Reports</a> </li> <li > <a href="/za/inventory/help/reports/activity-reports.html">Activity Reports</a> </li> </ul> </li> <li class="nested-menu "> <b class="sub-menu-arrow pull-right line-arrow right "></b> <a class="sub-menu-trigger" href="javascript:;">Migration Guide</a> <ul class="sub-menu nav nav-stacked" > <li > <a 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To configure your Customer Portal preferences:</p> <ul> <li>Go to <strong>Settings > Preferences</strong></li> <li>Click <strong>Customer Portal</strong> under <strong>Portal</strong>.</li> </ul> <p>Here, you can customize the following options:</p> <img alt="Preferences 2" src="/inventory/help/images/customer-portal/pref-1.png" width="800" /> <img alt="Preferences 1" src="/inventory/help/images/customer-portal/pref-2.png" width="800" /> <p><strong>1. Portal Name and Portal URL</strong></p> <p>Your organization name will be used as the portal name by default. You can change the name, if required. The Portal URL cannot be edited and will be set based on your portal name.</p> <p><strong>2. Banner Message</strong></p> <p>You can enter a message to be displayed to your customers on the homepage of the customer portal.</p> <p><strong>3. Allow customers to sign up to the Customer Portal</strong></p> <p>Enable this option to let your customers and their contacts sign up to the Customer Portal by entering their email and setting a password.</p> <p><strong>4. Notify me about Customer Portal activity via email</strong></p> <p>Enable this option to get notified whenever your customers make a payment or add a comment.</p> <p><strong>5. Send an email notification to my customer when I comment on transactions</strong></p> <p>Notify your customers through their email address when you comment on any of their transactions.</p> <p><strong>6. Allow customers to edit their information in the portal</strong></p> <p>Enable this option to let customers edit their details such as personal details, billing and shipping addresses, and card details in the portal.</p> <p><strong>7. Allow customers to forward documents from portal</strong></p> <p>Once you enable this option, your customers can email their invoices and estimates to other people. When your customers send it to them, they鈥檒l automatically be added as contact persons for that customer in Zoho Inventory.</p> <p><strong>8. Enable customer review for my services</strong></p> <p>Enable this option to let your clients write reviews about your business.</p> <p><strong>9. Allow customers to view Sales Orders</strong></p> <p>Your customers can view their sales orders, download it as a PDF, forward it, and print directly from the Customer Portal.</p> <ul> <li>Click <strong>Save</strong> once you’re done.</li> </ul> </div> <div id="scroll-top-navigator" class="scroll-top text-center scroll-hidden no-print"> <div class="bg-img"></div> TOP </div> <div id="zom-app-popup" class="popup-banner scroll-hidden no-print"> <div style="position: relative;"> <div id="popup-close" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Simplifying inventory and order management</p> <div> <a class="btn zom-btn-filled zom-access" id="banner-signup-button" href="/inventory/signup?utm_source=help&utm_medium=popup" target="_blank" rel="noopener noreferrer"> SIGN UP - IT'S FREE </a> </div> </div> </div> <div id="zom-app-popup-signed" class="popup-banner scroll-hidden no-print signed"> <div style="position: relative;"> <div id="popup-close-signed" class="popup-close-btn"> <img alt="Zoho Inventory" src="/inventory/help/images/common/close.svg"> </div> <img class="support-agent" alt="Zoho Inventory" src="/inventory/help/images/common/support-agent.png"> <img class="popup-img-style" alt="Zoho Inventory" src="/inventory/images/inventory-logo-new-white.svg"> <p class="popup-text-style">Cannot find what you're looking for&quest;</p> <p class="popup-text-style popup-text-font">We're just a call away.</p> <div> <a class="btn zom-btn-filled zom-access" href="https://assist.zohobookings.com/#/customer/3846319000022739798?Source=help_docs" target="_blank" rel="noopener noreferrer" style="font-size: 12px !important; padding: 2px; width: 54%;"> Request a callback </a> </div> </div> </div> </div> <div class="help-footer row" id="footer"> <div class="col-md-3 mobile-img-section"> <img src="/inventory/help/images/getting-started/Inventory-mobile.png" alt="Zoho Inventory - Customer Support" class="footer-mobile pull-right"/> </div> <div class="col-sm-5 col-md-3 mobile-apps-description"> <div class="mobile-apps"> <b>Mobile Apps</b> </div> <p style="line-height:1;margin-top:5px;"> Available in all mobile platforms </p> <div> <a href="https://play.google.com/store/apps/details?id=com.zoho.inventory&referrer=utm_source%3Dzom_helpdoc%26utm_medium%3Dfooter_mobile_banner" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/android.svg"> </a> <a href="https://apps.apple.com/app/apple-store/id1037960494?pt=423641&ct=help_page_footer&mt=8" rel="nofollow" target="_blank" class="mobile-apps-icon"> <img class="icon mobile-icon" src="/inventory/help/images/getting-started/apple.svg"> </a> </div> <span class="font-xs lg-show">漏 2023, Zoho Corporation Pvt. 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