O4 Customer Portal

The O4 Customer Portal add-on is a web-based interface that makes it easy for agents to share account-specific information with their customers. This page lists all the features and tools available in the O4 Customer Portal. Watch our Customer Portal Webinar for an in-depth walkthrough.

Ready to move forward? Email sales@oasissalessoftware.com or call 501-843-6750 to discuss the O4 Customer Portal and receive a quote!

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

Portal Sections- the articles below describe each section of the O4 Customer Portal.

• Order Status Section- this section displays information regarding the status of and 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 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.

Note: to view your Customer Portal internally, grant your user View All access to WWW. Once granted, the "Portal" option will appear in your O4 navigation menu, allowing you to see your Customer Portal without signing in as a customer.