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Hello everyone,

We hope you're all doing well and are having an amazing week here.
Today we are back with another episode of Ask the Experts - Zoho Inventory, and would like to discuss in detail the latest feature of Zoho Inventory, the client/customer portal.

As your business transactions increase over time, understanding your customer's satisfaction level and creating a connection with them becomes exceptionally important. The client portal lets your customers stay connected with you via chats, invoice details, mutual document sharing, and their transaction history.

Some of the important topics that we hope to discuss in this episode include:
  • Setting up the customer portal
  • Sharing login information
  • Making payments for invoices
  • How to set up online payment integrations
  • Document sharing
  • Managing customer statements

Feel free to post all your questions on the topics below, and we will be excited to discuss and answer all of them during the session. We'll be live on March 29th, 2022 from 4pm to 9pm IST, and 9am to 3pm PST. 

Don't forget to checkout our previous episode of Ask the Experts - Zoho Inventory to learn all we discussed about Zoho's industry-leading inventory management application.

Cheers,
The Zoho Inventory Team

1 user finds this useful.
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how to register?

hello
How to configure vendor portal and client portal for same account

  • 2 years ago

Hi Sushil

Vendor portals is currently not supported in Zoho Inventory. It is on our development roadmap and I shall keep this space posted if it is made available in the future. 

Zoho Books supports both Vendor and Customer portal and this can be enabled from Portal preferences (Settings >> Preferences >> Portal). Kindly have this checked as a possible workaround.

Thanks and Regards,
Madhangopal K
Zoho Inventory
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