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Customer Portal — User Guide

Customer Portal — User Guide

Module: Fixed Equipment
Audience: Customer contacts, client portal administrators
Version: 1.0.0
Last updated: 2026-07-22

Overview

The Fixed Equipment customer portal lets your customers browse rentable or purchasable items, place orders or bookings, track shipments, view assets assigned to them, and report issues — depending on how your administrator enabled the module.

Two modes are common:

  1. Full shop — catalog, shopping cart, checkout, order history, and my assets (when logged in)
  2. Assets only — logged-in contacts see My assets and can raise issues (no public shop)

Your administrator turns these on under Fixed Equipment → Settings → Other setting.

Prerequisites

Requirement Details
Module enabled Fixed Equipment activated
Portal flag Show public page and/or Show Customer Asset enabled
Contact account Login required for cart checkout, orders, and assets
Shipping address Complete shipping address on your profile before checkout

How to open the portal

After Show public page is enabled, contacts typically see a Fixed Equipment item in the customer portal menu with:

  • Shop — browse catalog
  • Cart — review selected items
  • Order list — your orders (login required)
  • Assets — equipment linked to your account (login required)

With Show Customer Asset only, you see Assets when logged in.

Step-by-step: Browse and buy

  1. Log in to the customer portal (required for checkout).
  2. Open Shop (or follow a link from your organisation).
  3. Filter by item type (assets, licenses, accessories, etc.) or search.
  4. Open a product and add it to the cart.
  5. Go to Cart, then proceed to checkout.
  6. Confirm shipping details and submit the order.

Expected result: A confirmation message and a new entry under Order list.

Step-by-step: Track an order

  1. Open Order list.
  2. Select the status tab (processing, shipped, completed, etc.).
  3. Click an order to open Order detail.

Expected result: Line items, totals, shipment progress, and links to delivery documents when available.

Step-by-step: View my assets

  1. Open Assets in the portal menu.
  2. Review assets assigned to your organisation from completed orders.
  3. Use New issue to report a problem with an asset.
  4. Open existing issues from the asset row or issue list.

Expected result: Issue ticket with status, replies, and attachments.

Step-by-step: Complete your profile for checkout

If checkout redirects you to your profile:

  1. Fill in Shipping street, City, State, and related address fields.
  2. Save the profile.
  3. Return to the cart and checkout again.

Expected result: Checkout overview page with payment and order summary.

Common issues

Symptom Likely cause What to do
No Fixed Equipment menu Portal not enabled Ask admin to enable Show public page or Show Customer Asset
Redirected to login Checkout or orders need authentication Log in as a contact
Cannot checkout Incomplete shipping address Update profile shipping fields
Product not in shop Not marked for sell/rent or out of stock Contact your supplier/admin
Empty cart at checkout Session/cookie cleared Add items again

Related features

  • Settings — portal toggles and API keys (admin)
  • Order list — admin view of the same orders (staff)
  • Inventory — fulfilment, delivery notes, shipments (staff)
  • Assets — master asset records (staff)

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