Setting up the back office for the Customer Portal

This chapter contains information about setting up for your Customer Portal. After this setup is complete, customers will be able to browse your catalog, review documents and interactions, request invoice reprints, and more.

This table shows the necessary setup tasks. For multi-site implementation, the table shows whether to perform each step in the Primary Site, all sites, or only desired sites. If your implementation has only one site, then that is the Primary Site.


✔	Description	Back office form	For multi-site, perform in...
❑	Set up the site group.	Site Groups Portal Parameters	Primary Site
❑	Define replication rules. Required for multi-site implementations.	Replication Rules	All sites
❑	Specify the forms database	Sites/Entities	All sites
❑	Set up items and categories for your product catalog.	Items Item Categories Item Category Workbench Portal Parameters Related Item Reason Codes Multi-Lingual Items	Primary Site
❑	Set up portal catalogs. (Optional)	Portal Catalogs Portal Catalog Workbench Portal Catalog Build Utility Customer Types Customers Portal Parameters	Primary Site
❑	Set up information about the customer’s company.	Customers Customer Ship-Tos	All sites
❑	Set up contact information for your company.	General Parameters Salespersons Employees or Vendors Customer Ship-Tos	All sites
❑	Set up to manage consigned inventory. (Optional)	Warehouses Item/Warehouse	All sites from which consigned inventory is provided
❑	Set up documents. (Optional)	Groups Document Types Attached Documents	All sites
❑	Set up interactions. (Optional)	Employees Interaction Topics	All sites
❑	Specify country codes for the Vertex tax system. (Optional)	Tax Interface Parameters	All sites
❑	Set up language-independent aging bucket labels.	Accounts Receivable Parameters	All sites
❑	Set up a default bank code.	Accounts Receivable Parameters	All sites
❑	Set up ISO-based currency codes.	Currency Codes	All sites
❑	Maintain ISO unit of measure codes.	Unit of Measure Codes	All sites
❑	Enable viewing of service knowledge base entries.	Knowledge Base	All sites
❑	Add portal-enabled user accounts.	See Setting up portal user accounts	All sites
❑	Allow portal users to reprint invoices. (Optional)	Accounts Receivable Parameters Intranets Report Options	All sites
❑	Set up event notifications: Activate workflow event handlers. Subscribe users to publications. Specify the forms database. (Optional) Configure order shipping alerts. Assign users to event global constants. Choose whether to use rich HTML-portal email. (Optional)	Workflow Event Handler Activation Publication Subscribers Sites/Entities Event Triggers Event Global Constants Portal Parameters Portal Manager	All sites
❑	Set up online ordering.	See Setting up the back office for online ordering