Place an order from the Customer Portal
With the new Holded Catalog, your customers can easily place purchase orders through your Customer Portal, greatly simplifying your management.
Your customer can place an order by following these steps:
Access the Catalog through the shared link or from the invitation received by email.
📖 Learn more about how to assign the catalog to your customers here.
Search for the desired products and add them to the cart. To do this, simply hover over the product, select the desired quantity, and click “Add”.
☝🏼 You can also click on the product, select variants, and adjust quantities conveniently from its tab.
Once you have added all the desired products, you can review the information, including the final price, and include a shipping address or a note to the delivery person from the cart icon at the top right.
Then click on “Create order”.
Confirm the action to finalize.
The order will automatically be created in the Orders list of your Customer Portal as a purchase order.
In turn, in your Holded account, a sales order corresponding to your customer's purchase order will be generated. You can convert it into an invoice, sales ticket or other document, depending on your needs, from the order tab.
This convenient and efficient process replaces tedious telephone or email communication between you and your customer.
Placing an order from the Catalog with the sales agent role
Anyone with the sales agent role in Holded (usually sales reps) can place orders in the B2B Catalog on behalf of their customers, as long as the functionality is enabled. To place an order, follow these steps:
Go to Contacts and select the desired contact from the list (make sure it is a contact managed by the salesperson).
Access the contact's file by clicking on the “More” button on the right.
In the “Portal” section, click on “View Customer Portal”.
☝🏼 The contact must have a catalog assigned in the “Holded Catalog B2B” section.
Within the Customer Portal, select “Catalog” from the left side menu.
Choose the items you wish to include in the order and complete the ordering process as usual.
In addition, the end customer can also review their orders directly from their Portal using their email and password.
📖 Remember that, to assign the sales agent role to a user, you must do it from Settings > Account > Users. See here how to do it.
Check how a specific contact sees the catalog
Once you have activated a product to appear in the catalog, and enabled that catalog for a specific contact, you can check how that contact views the catalog in their Customer Portal by following these steps:
Go to Contacts, and select the contact with whom you want to check the catalog display.
In the pop-up side panel on the right, click on “More”.
In the left side menu, locate the “Portal” section and click on the “View Customer Portal” button.
Within the portal, click on “Catalog”, then “Shop”.
If you have correctly followed all the previous steps, you will be able to see the customer's specific catalog as they will see it in their portal.
💎 For this functionality to be available, you must have the B2B Catalog payment gem activated in the Holded Store.