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 discusses all the features and tools available in the O4 Customer Portal.
Introduction to Customer Portal
Getting Started- the articles below discuss setting up the O4 Customer Portal.
- Setting Up the O4 Customer Portal
- Setting Up a Customer 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.
Line Card Section- this section displays information relating to manufacturers.
Bid Board Section- this section displays information relating to bids sorted either by projects, location, vertical market, quoter, or bid date.
Products Section- this section allows a customer to search for information regarding specific catalog numbers.
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