Customer user guide

This guide is for B2B buyers using the customer portal at /customer — your private catalog from a supplier, at your agreed prices.

Getting started

1. Your supplier sends an invitation email with a link to accept access.
2. Open the link (/customer/accept-invite/{token}) and set your password.
3. Sign in at /customer/login to open your portal.

You only see products your supplier has published. Prices reflect the price list assigned to your account.

Catalog

Go to Catalog → Products (/customer/products) to browse and search.

• Use filters and search to find SKUs
• Open a product to see description, attributes, images, related products, and your contract price
• Stock availability is shown when your supplier tracks it

Product lists

Catalog → Product lists (/customer/customer-product-lists) lets you build named lists for projects, quotes, or repeat orders — not just a single favourites list.

1. Create a list with a name (for example "Project Alpha" or "March reorder").
2. Add products from the catalog or product detail page.
3. Reorder or remove items as your shortlist changes.
4. Export the list as CSV when you need data in a spreadsheet or estimating tool.

Catalog export

Catalog → My exports (/customer/my-exports) shows export jobs you have run.

From the product catalog you can filter (category, search, in-stock, or a specific list) and download CSV or Excel exports. Return here to download completed files or remove old exports.

Ordering (when enabled)

Some suppliers enable sales orders. When available, you will see an Ordering section:

Sales orders

Ordering → Sales orders (/customer/sales-orders) — create and track orders with your supplier.

• Add line items from the catalog or product lists
• View order status and shipments on the order detail page

Delivery addresses

Ordering → Delivery addresses — save addresses for checkout on new orders.

If you do not see Ordering in the menu, your supplier has not enabled this feature or it is not included in their plan.

API access

Account → API tokens (/customer/api-tokens) lets you create personal access tokens for integrations.

1. Click Create token and give it a descriptive name.
2. Copy the token when shown — it is only displayed once.
3. Use it as Authorization: Bearer {token} on requests to /api/v1.

See the Customer API documentation for endpoints, pagination, incremental sync, and webhooks.

Tips

• Your portal may show your supplier's logo and brand colours.
• Only published products appear — drafts are never visible to you.
• For pricing questions or new products, contact your supplier; they manage the catalog in their workspace.

Quick reference