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Core-portal Basic 

To help you get the most out of our products, we offer online admin training sessions.During these sessions, you’ll learn step by step how...

Portal4Sales CMS Admin training

Order confirmations can be sent to the customer from Portal4Sales. Follow the steps below to activate this:
Log in to the CMS and navigate...

How do I enable order confirmations for customers in Portal4Sales?

If the representative is using App4Sales, they can also receive an order confirmation when a customer creates an order through Portal4Sale...

How can the representative receive an order confirmation?

In the CMS it is possible to create order confirmation emails in different languages, so that customers receive the confirmation in the la...

Is it possible to send the order confirmation email in a different language?

In certain cases, you may want to modify the names of specific fields on the order confirmation or provide them with a different translati...

How can I provide a different translation for a field on the order confirmation?

Would you like to include terms and conditions or another PDF document to the order confirmation? Simply follow the steps below:
1. Go the...

How to add terms and conditions to the order confirmation?

To add a footer to the order confirmation in the CMS, follow these steps:1. Go to Administration &gt; Logos2. Click the blue + next to 'Fo...

How to add a footer to the order confirmation?

If you send the order confirmation from the CMS, you can customize the columns on the order confirmation. Follow these steps in the CMS:
1...

How can I customize the columns on the order confirmation?

In addition to the standard columns, you can add a custom column to the order PDF. For instance, you might want to include the recommended...

How to add a custom column to the order PDF alongside the standard columns?

On the order confirmation, discount percentages are sometimes displayed with two decimal places, resulting in unusual percentages. This ca...

Can discount percentages be rounded to whole numbers?

Enabling the Attach excel to order confirmation setting will append an order confirmation in Excel format alongside the PDF version. This ...

How to include an Excel file with the order confirmation?

Order confirmation

It's possible that no shipping costs are being calculated for an order. This can happen if no shipping cost rule has been set up in the CM...

Why are there no shipping costs calculated for the order?

When shipping costs are set in the CMS via Administration &gt; Shipping Costs, it is also crucial to verify if the Activate shipping costs...

Why are shipping costs not visible in Portal4Sales?

In the CMS, you can create a shipping cost rule for each country, which forms the basis for correctly calculating shipping costs.
If you n...

Why aren't the shipping costs being sent to the ERP?

You can configure shipping costs for items within a specific assortment and for items within a specific subcategory within that assortment...

How to set shipping costs for a specific assortment?

If you have submitted questions via email to the App4Sales platform and you want to view an overview of these questions (tickets), please ...

Where can I find the overview of my questions (tickets)?

If you have forgotten or want to change the password for the CMS, please contact the App4Sales support team. They will generate a new pass...

Can I change the password of the CMS myself?

Synchronization between the ERP and CMS is crucial for maintaining up-to-date information in the CMS, ensuring that items, prices, and cus...

How do I start a synchronization?

Sometimes, it can happen that an order was not successfully sent to the ERP. In some cases, it is possible to resend the order. Follow the...

Can an unsent order be resent?

If you want to block a customer's access to the webshop, follow the steps below:
1. In the CMS, navigate to Portal4Sales &gt; Generate pas...

How to block access to Portal4Sales?

When the webshop is ready for use, access can be granted to customers. To do this, go to Portal4Sales &gt; Generate passwords in the CMS.
...

How do I grant access to Portal4Sales for my customer?

To prevent customers with an existing Portal4Sales account from registering again, you can enable the Check new registrations on existing ...

How do I prevent customers with existing accounts from creating new accounts?

The registration form allows potential customers to request access to Portal4Sales. After completing and submitting the form, the administ...

How can prospective customers request access to the Portal?

Sometimes you want to grant certain customers access to a selection of products, while hiding others from them. By linking an item filter ...

How do I limit the visibility of specific items to certain customers?

Customers

The stock formula can be located in the CMS under Administration &gt; Stock formula. If the page does not display a formula, then the defa...

How do I change the stock formula?

Using an FTP server, you can attach PDF and JPG files to an item, providing detailed information to the customer, ranging from user manual...

How to attach files to an item in Portal4Sales?

To immediately inform customers of a discounted item, you can choose to show both the old and new price. This involves crossing out the ol...

How to display two prices for the same item?

Items

It is possible to save the items placed in the shopping cart. These items will be preserved even if you log in with the same account on a ...

How can I save items in the shopping cart of Portal4Sales?

If you have an online webshop with limited stock, it is important to configure the settings for orders properly. If the Prevent ordering w...

How do I prevent orders for items without stock?

You can set the minimum order amount through the 'Shipping costs' settings in the CMS. It's important to create a separate shipping cost r...

How to set a minimum order amount in Portal4Sales?

With dropshipment, or direct delivery, your customers have the ability to place orders for their end customer and provide an alternative d...

I would like to use the dropshipment feature. How can I set this up?

In Portal4Sales, customers can pay for their orders directly through a payment provider. Please note: Portal4Sales only supports the payme...

Can customers pay directly for orders in Portal4Sales?

Orders

In some cases, you want to prevent a customer from ordering certain items. This can be useful, for example, if you no longer want to sell ...

How to hide an assortment in the Portal?

To hide items with a specific attribute, a particular product group or assortment in the Portal, you can use an exclusion filter. Follow t...

How to exclude items with a specific attribute from the Portal?

Within Portal4Sales, you can filter on different product categories per product group in the sidebar. By default, you will see how many it...

How can I hide the number behind the category in the sidebar?

Do you want to provide customers with the ability to mark specific items as 'favorites'? You can set this up by enabling the option Show l...

How can I enable customer favourites in Portal4Sales?

While customers can customize the display of items in the Portal, it can be convenient to establish a default view as a preferred option.
...

How to set the default display for items?

In Portal4Sales, you have the option to enable a public catalogue. With a public catalogue, potential customers can view items without log...

How to enable the public catalogue?

Related items are a useful feature that links items based on their properties/similarities, making it easier for customers to find what th...

How to configure related items?

If you want to update the description of an assortment in Portal4Sales or App4Sales without changing it in your ERP system, follow these s...

How to change the description of an assortment?

Catalog

Have you already reviewed and set up the previous LookBook articles? And are you now looking for a more advanced LookBook that truly stand...

How do you create an advanced lookbook?

In the lookbook, you have the opportunity to present the collection, or part of it, in an attractive and visual way using mood images.
Thi...

What is a lookbook?

Read in our article What is a lookbook? more about it's application. Follow the steps below to create a basic lookbook for the app and/or ...

How to create a Lookbook for Portal4Sales Basic

The easiest way to link items to a mood image is to link a specific product range to the image. This allows you to link all items within t...

How to link an assortment to a mood image?

The order of mood images linked to an edition can be changed.1. In the CMS, go to Portal4Sales &gt; Editions &gt; click on the edition's r...

How to reorder the mood images?

In Portal4Sales, you can adjust the margins and rounding of the tiles in the lookbook. Both settings can be found in the CMS under Portal4...

What options are available to customize the layout of the lookbook?

The Font size home screen setting refers to the title displayed on the mood image. This setting allows you to adjust the size of the title...

How to adjust the text size of the title on the mood image?

In Portal4Sales, you have the option to determine how many tiles with mood images/editions are displayed side by side in the catalog. This...

How to change the size of the tiles in the lookbook?

A standard lookbook is built according to the schematic structure outlined below.
Lookbook├── Edition│ ├── Mood image 1│ │ ├── Item 1│ │ ├...

How to add an extra layer to the lookbook?

If an edition or mood image is not visible, please check the following points:
Deleting the browser cache.
When you repeatedly visit a web...

Why is an edition or mood image not visible in Portal4Sales?

Lookbook

By default, a random image is chosen from the items linked to the matrix. However, you have the option to manually choose which image is d...

How to change the image of a matrix item?

Matrix

Creating a pop-up notification is possible by using a JavaScript code.This can be done easily via a script assistant or even an AI bot tha...

How do I create a pop up for Core-portal Basic?

In the standard configuration of the connection between the ERP and the CMS, one image per item is usually displayed. By linking an FTP se...

How to display multiple images per item?

Within App4Sales and Portal4Sales, there are various places where images can be utilized, such as product images in the catalog, the logo ...

What are the guidelines for using images?

You can set a default product image, which will be displayed if there is no image available for the article. This default image could be y...

How to set a default product image?

The Tab icon URL refers to the icon displayed in the browser when the website is opened in a tab. It is also called a favicon and is a sma...

Is it possible to set a favicon?

Do you want to align the appearance of the Portal with your own website? You can do so by adding your own website footer.
Follow the steps...

How to add your own website footer to Portal4Sales?

Add a video alongside the product images by using a free field on the item in the linked ERP system. Then, insert a link to a YouTube vide...

How to display a video with an article?

The homepage of Portal4Sales determines which page customers see immediately after logging in. You have the option to choose between the c...

How to change the homepage of Portal4Sales?

On the login screen of Portal4Sales, it's possible to display a short text. This feature allows you to add information about the login pro...

How to add a text to the login screen of Portal4Sales?

Improve the look and feel of the Portal by adding a background image that matches your brand.

1. In the CMS, go to Portal4Sales &gt; Sett...

How to add a background image to the Portal4Sales login page?

Styling

Find answers and get help from Intercom Support and Community Experts

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