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At-A-Glance Portal Types & Comparisons

  • updated 1 yr ago

Kotis portals offer a variety of features to help meet your needs and goals. Additionally, as a Program admin, you will have back-end access to update select features from product listings to order approvals.

The charts below provide a quick, overview comparison of the features and abilities of our portals.


Portals

Non-Credit card store – Does not require credit card payment at checkout. Often used for employees or clients as an opportunity to order swag at no cost.

Credit Card Store – Provides a retail experience with the possibility to generate revenue from sales. Users are required to enter a credit card at checkout, which may be used in conjunction with gift cards or discount codes.  

Redemption Portal – Limits individuals to one-time access to redeem 1 item.  Perfect for gifting, recognizing milestones, or new hire welcome packages.


Features

 

Non-Credit Card

Credit-Card

Redemption

Banners

✔️

✔️

✔️

Rotating/Carousel Banners

 (via Landing Page)

✔️

✔️

--

Custom Field at Checkout

✔️

✔️

✔️

Quantity limits

 (restrict # of items to purchase)

✔️

✔️

✔️

 

Budget restrictions with a user group

✔️

--

--

Multiple Grid Sizing

(order multiple sizes at once)

✔️

✔️

--

Top Text & Highlights

✔️

✔️

✔️

Portal Access Codes

✔️

✔️

--

FEATURES WITH PROGRAM ADMIN ACCESS

Order approvals

✔️

--

--

Users--

✔️

✔️

--

Gift Cards/ Discount codes*

--

✔️

--

Return label service**

✔️

--

--

Redemption Codes’’

--

--

✔️

Handwritten cards+

✔️

--

--

Full Reporting Suite

(Client Dashboard)

✔️

✔️

✔️

  • -- Must also be a portal admin
  • *Ability to create or remove Gift cards and discounts code
  • **Return Label Service is provided via inventory management and portal orders once this feature has been activated.
  • ‘’ Custom Redemption code emails may be sent by your Program Manager
  • +Handwritten Cards may be added to an order by clicking, “This is a gift” at checkout once the feature has been activated.

Portal Admin Controls

 

Non-Credit Card

Credit Card

Redemption

Order Approvals

✔️

--

--

Ability to add & delete users

✔️

✔️

--

Access to edit listings

✔️

✔️

✔️

Monitor purchasing

✔️

✔️

✔️

For more info on portal customizations and admin access please visit our catalog of program guides or reach out to your Kotis support team for additional information or clarification.

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