Program Portal Backorder FAQ

What is a Backorder? A backorder is an order for a product that cannot be filled at the current time due to a lack of available inventory. The item may still be available to purchase but will not…

Customizing Your Portal

This article will walk you through the options you have to customize the layout and design of your portals, from our standard offerings to more premium services.…

Using Need By Date on Your Order

Some stores may allow customers or employees to enter a Need By Date at checkout, the below are a few details that you should keep in mind while using this field.…

Custom Inventory Management Text Field

We've recently added a feature to the "Inventory Management" page (where program admins can view their inventory and place orders) which will allow you to customize the field that is currently…

Handwritten Note Cards

This feature can be enabled on your portals and is frequently leveraged for gifting orders, Special Employee Occasions Work from home gifts Client gifts How it works You can select when to include a…

Access Code Portal Protection Feature

This feature allows a portal to be protected by a single access code/password. Anyone who attempts to access the portal will be required to enter the access code before they can view it.…

Budget Feature

User groups can be set up to segment ordering between different teams, departments, geographic locations, managers, and more in order to track spending.…

Gift Cards and Discount Codes

On credit card portals, we can create gift cards and discount codes. While there are functional differences between these features, both can be used as an incentive for purchasing or to reward…

Marketing Opt-ins Feature

The marketing opt-in feature allows you to gather contact information to be used for your own marketing purposes. If a subscriber opts-in at checkout, it gives you permission to send an email,…