Here is a guide on how to create and edit the settings for your B2B website (i.e., Customer Portal).
From your homepage, click Customer Central under Your Apps.
In Customer Portal, click Customer Portal Setting.
Here, there are several tabs on the left. First, you have Company. Here, you can upload your logo, enter your company title, pick a header image, and write a company description (all for your homepage). When you're done, click Save Company Info.
Click Yes.
Next is Slider. If you want to have a slide show of images on your homepage, this is where you will add them. Click the plus sign to expand the line (the plus sign will turn to a minus sign). Drag and drop your image into the grey box or click to select files from your device. Add as many as you wish, then click Save Slider.
Click Yes.
Note: The formats accepted are PNG or JPG with a max of 1920x1080 pixels. Larger images will be automatically resized.
Next is Parameter Settings. This is for more company info (name, retail website, address, etc.) and your general settings (do you want your catalog loaded by style, substyle, or product? What is the default warehouse?).
Note: If you aren't using style and substyle, just select Product under Load Catalog By.
You can also decide here if you want orders placed through the Customer Portal to come in as quotations or if you'd prefer them to come over automatically as Sales Orders (i.e., do you want the ability to approve or decline them as quotations, or should they go straight to S/Os). You can decide if you want to display in stock values only, enable catalog editing, and selecting which categories you wish to show.
You can also click Update Timer Setting to enable automatic inventory syncing at the interval of your choosing. Click Update Setting when you're done.
You'll see this notification:
Click Save Setting when you're done.
Click Yes.
Next will be the About Us tab. Here is where you will create content for your About Us page. Enter your text in the large text box. You will see many options for customization (font, text color, insert images, etc.). Just hover your mouse over any of these buttons for an explanation of what it does. Click Save About Us Page when you're done.
Click Yes.
Next is Contact where you can determine what company contact information you want shown on the Contact site page. Enter your text in the large text box. You will see many options for customization (font, text color, insert images, etc.). Just hover your mouse over any of these buttons for an explanation of what it does. Click Save Contact Page when you're done.
Click Yes.
Lastly is the CMS Settings tab. Here you can create new Sections, Categories, and Tabs. Type in the small empty field and either click out of the field or press the Tab key to add it to the list. When you're done, click Save CMS Settings.
Click Yes.
