Zoho Inventory

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Client Portal - Overview & Setup

The Client Portal is a self-service portal for your customers, which they can use to view their sales orders, pay for invoices, check the status of their shipments, update their information, and much more.

This page explains the basic steps you need to do to set up the Client Portal in your organization. You can learn more about the functions in the Client Portal, as well as the preferences that you can configure to make the portal work just the way you need it to.

Enabling the Client Portal

The Client Portal is enabled for your organization by default, and the URL to access it is auto-generated based on your organization’s name. To let your customers or their contact persons access the Client Portal, you will have to send each of them an invite. You can view the portal URL and change it if necessary, before inviting your customers to the portal.

There are 2 ways to invite customers to the Client Portal:

Prerequisite: Your customers must have an email address associated with them to access the Client Portal.

Insight: If your admin has enabled the preference Allow customers to sign up to the Client Portal, your customers can sign up by themselves and access the Client Portal using the link shared with them.

Enabling the Client Portal for Existing Customers

To enable the Client Portal for existing customers and their contact persons:

  1. Go to the Customers module under Sales from the left sidebar.
  2. Select a customer.
  3. Click the More dropdown and select Configure Client Portal.
  4. Select the contact persons for whom you want to enable the Client Portal.
Configure Portal Access
  1. Click Save.

Now, Zoho Inventory will send an email invite to your customers, which they can use to access the Client Portal.

You can also configure the language that’s used in the Client Portal for individual customers. Here’s how:

  1. Go to the Customers module under Sales from the left sidebar.
  2. Select a customer.
  3. Click Edit.
  4. Select a Portal Language in the Other Details section.
Change portal language
  1. Click Save.

The portal language will be changed to the one you’ve configured for that customer.

Enabling the Client Portal for New Customers

To enable the Client Portal while creating new customers in Zoho Inventory:

  1. Go to the Customers module under Sales from the left sidebar.
  2. Click + New to add a new customer.
  3. Enter the details as required.
  4. Mark the Allow Portal access for this customer option in the Other Details section.
Allow access to portal
  1. Select the Portal Language, which will be used for this particular customer.
  2. Click Save.

An invite email will be sent to your customer, which they can use to access the Client Portal.

Pro Tip: You can invite multiple customers to the Client Portal at the same time using Bulk Actions. To do this, go to the Customers module and select one or more customers from the list view. Click Enable Portal from the More Actions dropdown. Now, an invite email will be sent to the Primary Contact of the customers that you had selected.

Accessing the Client Portal

After you’ve invited your customers, they can use the invitation email to log in to the Client Portal. The invitation email will contain the following:

You can check whether the customer has accepted your invite by going to the Customers module and selecting the customer. The invitation status will be displayed in the Overview screen.

Reinvite a customer

The Reinvite option can be used to resend the invitation email to your customers when they have missed the email or couldn’t find it.

Client Portal Activity Updates

Your customers can use the Client Portal as a way to communicate with you. Here’s how:

When your customers view an invoice for the first time in the Client Portal, you will get an in-app notification, and Zoho Inventory will also show a Viewed (eye) icon near the invoice.

Customer viewing an invoice

Apart from invoice updates, you will also receive in-app notifications for other important customer activities that take place in the portal, such as making payments and adding comments. You can choose whether you want to be notified about these events via email through the Client Portal Preferences.

Disabling the Client Portal

To disable the Client Portal for a customer:

  1. Go to the Customers module from the left sidebar.
  2. Select a customer.
  3. Click the More dropdown and select Configure Client Portal.
  4. Unselect the contact person for whom you want to disable the Client Portal.
  5. Click Save.

Now, your customer will no longer be able to access the Client Portal.

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