Portal
Articles related to the Roundsman customer-facing portal
By Andy and 3 others4 authors11 articles
- Duplicate Web UsersWhy do I have duplicated Web Users?
- Dynamic content will not updateWhy hasn't my Dynamic Web content updated on the portal?
- How to check Web User StatisticsWhere can I see the Web User Management statistics? How to check Web User Activity? Are there any reports for Web User Activity?
- Add a promotional message to the portalSteps to set up a message on the front page of your portal to notify customers of promotions or planned downtime in Roundsman.
- Price HierarchyThis is the price hierarchy, which includes price groups and shows the order the prices are ranked on the portal and App.
- Portal Prices are wrong in the App/PortalYou have found that the Portal App or Portal is display an old price for a product or is wrong.
- Products not shown on the PortalProducts that you would expect to see for a customer example standing order products are not displayed on the portal so the customer cannot order these.
- Customer Unable to place order on the PortalA message is shown in the Upcoming Deliveries section 'Dairy does not provide deliveries on this date', despite there being no apparent reason for this.
- Customer unable to add an order in the Portal and is advised to call the DairyA customer is unable to order online as the portal is showing a message 'Call Dairy direct to place order for this date'
- Resetting a locked portal userHow to reset a locked portal user
- Holiday not showing in the portalTroubleshooting steps for when changes made in the customer portal — such as holidays, billing periods, or customer settings — do not appear in Roundsman.