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Managing the Inventory Catalog in the Self-Service Portal

Before your customers can use your Self-Service Portal to place orders online, you have to configure the Self-Service Portal instance.

In this chapter, you can find information on configuring and managing online ordering in the Self-Service Portal.

Back to TopIn This Chapter

  • Managing the Inventory Catalog in the Self-Service Portal: General Information
    • With the inventory catalog functionality in the Acumatica Self-Service Portal, you provide your customers with access to the products and services that your company sells. You use your Acumatica ERP instance to create the catalog and manage the product and service descriptions and images. In the Self-Service Portal, your customers can then add the products and services in the catalog to the cart and create orders.
  • Managing the Inventory Catalog in the Self-Service Portal: Online Order Processing
    • The Orders suite of the Acumatica Self-Service Portal gives your customers the ability to order products online: They can browse the list of products, view the detailed product information, place orders, and monitor their progress. This topic describes the general steps in online order processing and the flow of data between your Self-Service Portal and Acumatica ERP instances. The specific procedures of this process depend on your company's requirements.
  • Managing the Inventory Catalog in the Self-Service Portal: Implementation Checklist
    • The following sections provide details you can use to ensure that the system is configured properly for managing the inventory catalog in the Acumatica Self-Service Portal, and to understand (and change, if needed) the settings that affect the processing workflow.
  • Managing the Inventory Catalog in the Self-Service Portal: Implementation Activity
    • In the following implementation activity, you will set up the Acumatica Self-Service Portal for your customers to order online. You will also learn how to manage your online catalog in Acumatica ERP.