About Customer Portal user types
These are types of users that can access the Customer Portal:
- Visitors: Customers who do not register or sign in to the portal can search or browse your catalog, see featured products and top seller lists, review your company contact information, and access announcements and knowledge pages. They also can add items to the cart and see the Place Order page, but they cannot submit the order online or access any other portal pages.
- Registered B2B users: Customers who have a credit limit established in and who are registered either by you or by themselves using the portal are considered to be registered business-to-business users. Depending on setup in the back office, they can use two methods of payment: on account or credit card. They can access all standard Customer Portal pages and functions.
- Registered B2C users: Customers who are registered either by you or
by themselves using the portal, who sign in to the portal, and whose only method of
payment is Credit Card are considered to be
registered business-to-consumer users. They can access all standard Customer Portal
pages and functions, with these exceptions:
- B2C users cannot add an item to an order on the Place Order page. This feature is referred to as Quick Order, and is provided for only B2B users.
- B2C users cannot specify a requested ship date on the Place Order page. This feature is provided for only B2B users.
- B2C users cannot upload documents on the portal.
- B2C users can check for break prices on qualifying items, but they cannot select items from alternate sites or add items to an order using the Pricing Options form.
- B2C users do not have access to these pages: Contract Order, Account Balance, Invoices, Inventory, and Consigned Inventory.
Note: Customers that are set up in the back
office to use consolidated invoicing cannot pay by credit card. Their payment method is
automatically set to On Account.