Omni Sales

How to Use the Customer-Facing Sales Portal

1 min read 83 words

Overview

Sales Channel

The portal is a public storefront where your customers can browse products and place orders themselves, which then flow into your Order List for processing.

Steps

  1. Open Omni Sales > Portal to preview the customer storefront.
  2. Assign the products you want to sell to the portal channel — only these appear.
  3. Customers browse and order online.
  4. Their orders flow into the Order List for your team to fulfil.

Tips

  • Keep portal stock synced so customers only order what you can actually deliver.

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