Why do you need to enable customers purchases on Guest Portal?
Time-saving as orders are automatically generated and the risk of mistakes will be minimizing
Higher accessibility as your customers can place orders anytime, boosting sales opportunities globally
Higher scalability as guest portal efficiently manages increased order volumes and transaction volumes
Learn How to:
Firstly, ensure that you have enabled your products or services for Guest Portal.
1. Click on Products/Services and select Products/Services
2. Click on the Item Code for the item you want to sell on the Guest Portal
(If you don't have any existing products/services, you can create one here. Here's how to;
How to create a Product in Biztory)
3. Ensure that your item has available stock and enter the minimum notification quantity to avoid running out of stock
4. Check Enable for guest
5. Click on Save
After enabling items for the Guest Portal, you now need to enable the Guest Portal for your customers
6. Click on Sale and select Customer
7. Click on your customer name
(If you don't have any existing customer, you can create one here. Here's how to;
How to create a customer in Biztory)
8. On Your Customer view page, click on Details tab
9. Ensure that your customer's email or phone is verified. If it is not verified, then click Verify.
(If the email or phone cannot be verified, it means that the email or phone does not exist)
10. Check enable guest portal for this customer
11. Once you have done, click on Save.
(The invitation for Guest Portal will be sent to your customer's email or phone)
Related Guides on Guest Portal
- For detailed instructions on how your customers can complete purchases using Guest Portal, please refer to: How to complete a purchase using Guest Portal
- To enable payment method for guest portal payments, please refer to: How to Enable Payment Method for Guest Portal payments
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