How to setup Products for a given customer to be able to order from cPortal?
For your end customer to be able to order products you need to first of all have the paid cPortal enabled. Please contact firstname.lastname@example.org for pricing details.
Please read this article first on how to enable a given customer to access the free cPortal.
Now that the end customer and the appropriate contact is enabled with the cPortal the following shows who to enable a given set of products for a given customer to place an order via cPortal.
There are three ways you can enable Products to be ordered via cPortal. Also, make sure you pick the Pricing Variant Type = Company.
> Enable a product with "All" if you want all of your cPortal customers to be able to order these products via cPortal.
> Set the product to be "Custom", if you want all customers to be able to order this product via cPortal but a given set of customers can have custom pricing for a given set of customers for this product
> Set the product to be "Selected", if you want only a selected set of customers to be able to order this product via cPortal. Then this product will be available only for that given set of customers.
To get to this screen go to the Products, click on any product and then , Other Info tab on the left hand side and the right hand panel will show you these three choices.
Once you have selected who to show this product, add the "Variants" by clicking the button on the left hand side.
Once you click the button, Variants it will show you a list of variants already setup or you can add a new one by clicking the button, + New link on the top right hand corner
In this screen, pick the "Company" by typing in the name and it will search for existing customers in your account, and pick that, like "Vox Signs" here, and then provide the rest of the details if you want to Increase/Decrease and do you want to change the price by % or by $ and put in the right numbers.
If Product A - regular price is $10 and you want Vox Signs to get it for 20% off, then check Percent, check Decrease and in the Change by % put 20
If Product A - regular price is $10 and you want Vox Signs to get it for $ off, then uncheck Percent, check Decrease and in the Change by % put blank and in Change by $ put 2
If Product A - regular price is $10 and you want Vox Signs to get it for 20% more, then check Percent , uncheck Decrease and in the Change by % put 20
Once done hit , Create Variant.