This article is designed to provide a step-by-step guide on accessing and navigating the Merchant Admin Portal for Portless. You’ll learn how to manage your account settings, monitor stocks, and leverage the various tools to optimize your business operations.
Your Merchant Portal account is created by the Portless team during your onboarding. There is no self-serve signup. You do not need to create an account yourself. Once Portless has set up your account, follow the steps below to log in for the first time. If your company already uses Portless and you need your own access, ask your portal admin to add you. Visit Adding new users to your Portless Merchant Portal for the complete steps.
Steps
How to log in
Open a web browser and go to the Portless Merchant Portal’s login page.
Enter your username (the email address registered during onboarding). If this is your first time logging in, click Forgot Password below the Sign In button to receive a password setup email.
Once you've set your password, you can sign in.
Dashboard overview
After logging in, you're directed to the dashboard. It displays metrics such as the number of orders per month, the number of SKUs that are out of stock or low in stock, and order exceptions.
Portal sections
A menu with the following sections is on the right side of the dashboard:
Dashboard
Orders
Products
Inventory
Portless Protect
Analytics and Reporting
Billing and Invoicing
Settings
Support
Some portal sections are hidden based on user roles. To see a full list of roles and permissions, check out the Adding New Users to your Portless Merchant Portal page.
Orders tab
The Orders tab allows you to view the list of all orders placed on your portal.
The top section of the Orders tab displays a categorized view of orders. You can see orders categorized as:
Action Required - Your attention is needed. There's an issue with the order that must be resolved before it can move forward (e.g., missing information, payment issue, or address problem).
In Progress - The order has been received and is currently being processed or prepared for shipment at the warehouse.
Shipped - The order has left the warehouse and is on its way to the customer. A tracking number is available.
Completed - The order has been successfully delivered to the customer. No further action is needed.
Cancelled - The order has been cancelled and will not be fulfilled. If this was unexpected, please contact the Customer Support Team.
On Hold - The order has been temporarily paused. It won't be processed until the hold is lifted. This may be due to a pending issue or internal review.
Out of Stock - One or more items in the order are currently unavailable. The order cannot be fulfilled until the inventory is restocked.
Click on each category to see a more detailed list of orders belonging to that specific status. You can also search for specific orders (by order number or customer name) using the search bar at the top. Head to the Tracking Orders Using the Merchant Admin Portal page for additional information.
Products tab
1. Clicking on the Products tab displays a view of all your SKUs with details such as their status (Out of Stock, Low in Stock, In Stock).
2. The top section of the Products tab has a categorized view, allowing you to filter and view products based on their status.
Inventory tab
1. Navigating to the Inventory tab shows you the latest inventory, updated hourly. Similar to other tabs, the Inventory tab has a categorized view displaying SKUs as In Stock, Low Stock, and Out of Stock. You can utilize the search bar at the top to search for a specific SKU and view its inventory details.
2. The inventory dashboard also shows the specific quantity of each SKU broken down into On Hand, Committed, and Available.
Settings tab
1. The Settings tab provides you with a view of who in your company has access to the merchant admin portal.
Other Important Features
1. Notifications. The bell icon at the top right part of the Merchant Admin Portal contains notifications related to your account.
2. Chat Support. Clicking the chat bubble icon at the bottom right connects you to our chat support for immediate assistance.
3. Support tab. Navigating this tab routes you to the Portless Help Center, where you can access helpful articles and submit a ticket to the Support Team should you need assistance.
Additional Notes
This article provides a general overview of the merchant admin portal navigation. The specific functionalities and layouts may vary depending on Portless updates and your account permissions.
For further assistance or clarification on any functionalities within the portal, you can contact support or your Portless Account Manager.
The date and time in the Merchant Portal are shown according to the time zone set in the user's browser.