O4 Customer Portal

The O4 Customer Portal is a web-based interface that makes it easy for an agent to share account specific information with their customers. This page provides a list of all the features and tools available in the O4 Customer Portal. Note: this is an O4 add-on. To discuss O4 with our sales team, please email sales@oasissalessoftware.com or call 501843-6750.

Watch our Customer Portal Webinar for a in-depth walkthrough.

Getting Started- the articles below discuss setting up the O4 Customer Portal.

• Setting Up the O4 Customer Portal
• Setting Up a Customer Contact for the O4 Customer Portal
• Setting Up a Manufacturer for the O4 Customer Portal
• Customizing the O4 Customer Portal Welcome Page

Order Status Section- this section displays information regarding the status of, as well as updates for, a customer’s order.

• Order Status JSON API- this article explains how customer contacts can use JSON API to pull data from the Order Status Section of the Customer Portal.

Line Card Section- this section displays information relating to manufacturers. This section must be enabled in O4 web settings.

Bid Board Section- this section displays information relating to bids sorted either by projects, location, vertical market, quoter, or bid date. This section must be enabled in O4 web settings.

Products Section- this section allows a customer to search for information regarding specific catalog numbers. This section must be enabled in O4 web settings.