Enhanced Portal Shop Design & Customer-Selected Delivery Dates

Portal Shop Products

We've recently updated the look of the Portal shop products. It's a slight change but offers a cleaner look. We hope this improves readability and the overall experience for your customers!

Before:

After:

PS. Did you know about the Options settings on the product level? This can be helpful if you have one product with different sizes, colors, or scents, for example. Instead of making a product for each size, etc., you can make one and add options! You can add inventory to each option and add an up-charge fee! 

Requested Delivery Date for Portal Products

We're also excited to announce you can now offer your customers the option to select a future route date for delivery! This is a global shop setting for all deliverable products in the customer portal only

Customers will be able to select a date from the drop down menu for each product they are ordering. The available dates are based on the customer's future scheduled routes. However, if the product uses custom delivery schedules or routing rules, the dates will respect those rules accordingly.

To enable this setting, go to Settings > Customer Portal & Shop. It's the fourth field under Customer Portal:

We hope this offers your customer's more flexibility when ordering products or one-time services from the customer portal, and a little less busy work on your end!

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Recent Activity Module: Track Customer Communication & Manage Payment Methods

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Service Area Requirements, Flag-Triggered Actions & Shop Order Status Updates