How to Enable Items and Customers Purchases on Guest Portal

Modified on Fri, 31 May 2024 at 12:59 PM

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:


  1. Enable Products/Services for Guest Portal
  2. Enable Guest Portal for Customers




Firstly, ensure that you have enabled your products or services for Guest Portal.


1. Click on Products/Services and select Products/Services


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)


Click on the Item Code for the item you want to sell on the Guest Portal




3. Ensure that your item has available stock and enter the minimum notification quantity to avoid running out of stock


Ensure that your item has available stock and enter the minimum notification quantity to avoid running out of stock



4.  Check Enable for guest


 Check Enable for guest



5. Click on Save


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


Click on Sale and go to 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)


Click on your customer name



8. On Your Customer view page, click on Details tab


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)


Ensure that your customer's email or phone is verified. If it is not verified, then click Verify



10. Check enable guest portal for this customer


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





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