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How to Create a New Sales Portal

ales portals (also known as Concierge portals) are a comfortable way to sell your products in Concierge mode from the web.

Lucia Burin Sestakova avatar
Written by Lucia Burin Sestakova
Updated over 2 weeks ago

πŸ” Required Role Permissions: Portals

πŸ”“ Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports

You have the option to set up multiple portals for different users - internal staff, your partners and yourself, all while retaining oversight over your and your collaborators' activities.

πŸ“’ NOTE

If you plan to host your sales portal on a custom domain, please read our article on How to Point Your Ventrata Sales Portal to a Custom Domain before you continue.

To set up a sales portal, log into the Ventrata dashboard and follow these steps:

  1. Go to Resellers > Portals.

    Resellers - Portals

    Portals

  2. Press the + New Portal button.

    Portals - + New Portal

    New Portal
    ​​

  3. Fill in the 'Name'. This is the name of your portal.

  4. Check 'Primary' if you want to make this portal your main portal.

    Name

    Portal Name


    πŸ“’ NOTE

    The 'Layout' field is a custom-built portal layout done by the Ventrata. If you require a custom layout for your sales portal, reach out to your dedicated Customer Success Representative.


  5. Select the brand you want to associate with the portal.

    Brand

    Brand


    πŸ“— TIP

    Brands are collections of visual identities (colour schemes, logos, banners) which can be applied to various elements of your Ventrata infrastructure. Read our article on How to Use Custom Brands to learn more.
    ​


  6. Enter the hostname of the portal domain.

    Hostname

    Hostname


    πŸ“’ NOTE

    Please make sure you have read our article How to Point Your Ventrata Sales Portal to a Custom Domain before you continue in the portal setup.


  7. Choose the payment gateways that can process transactions on this portal.

    Gateways


    πŸ“’ NOTE

    You must have the selected gateway configured in your Ventrata dashboard and you must be registered with the gateway provider.


  8. Select which users can access the portal:

    • Seller - internal users working for you, the supplier, selling your products

    • Operator - users of a supplier who operate third party products

    • Agent - users employed by a reseller selling your products
      ​

    Users

    Portal Users

    ​

  9. Upload a PDF file with Terms and Conditions.

    Terms


    πŸ“’ NOTE

    The file uploaded in the sales portal is a page that shows the uploaded terms and the URL can be sent to your agents in the following format: [sales_portal_domain].com/en/login/terms.

    This is not to be confused with the Terms and Conditions in the footer of the login page of the portal, which are pulled form the Privacy terms in the Supplier Settings.


  10. If this is a portal for operators, enter an email address or telephone number where operators can reach you.


    πŸ“— TIP

    The contacts will be displayed on the operator portal login page.


    Contacts

  11. Select a 'Featured Category' to highlight products of the selected category.
    ​


    πŸ“— TIP

    Products in the featured category will be displayed on larger tiles and will be placed first in the product list.


  12. Select an 'All Products Category' to display products in a preferred order.
    ​


    πŸ“— TIP

    Categories group products together within the Ventrata infrastructure. Read our article on Categories to learn more.
    ​


    Portal Categories

  13. Enable 'Allow Reseller Signup' to allow resellers to sign up to your portal.

    Allow Reseller Signup

    Allow Reseller Signup


    πŸ“— TIP

    As the supplier, you will have to approve and set up the reseller agent in the Ventrata dashboard before the agent can log in to the portal.
    ​


  14. Customise the colour scheme of your sales portal.

    Colour scheme

    Portal Colours


    πŸ“— TIP
    This step is unnecessary if you associated a brand with your portal in step 5.


  15. Define the portal's metadata in the 'Head' field.

    Head

    HTML Head


    πŸ“— TIP
    Information in this box will not be visible on the portal. Using HTML, you can define how browsers should display the portal or control its visibility in search results.
    ​


  16. Press the Create Portal button.

    Create Portal

    Create Portal


    ​

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