What is Partner Portal?
Partner Portal is a central hub for managing multiple individually hosted companies on Ventory. It provides a consolidated view for any central party, e.g. 3rd Party Logistics (3PL) provider or consignment network business manager, to easily view and control orders, stock, count tasks and access rights across all their partners on Ventory.
Each individual company will still have its own settings and separate Ventory portal access so that each partner can have an optimal inventory management experience.
Creating a new partner company on Partner Portal Step 1: Go to “Partner Portal” section on Ventory web portal
Note: The Partner Portal section is enabled in the backend when you sign up for this feature with us. Only those with Partner Portal access will be able to create a new partner company.
Step 2: Click on “Create Company”
Step 3: Enter your partner company’s name and click “Create”
Step 4: Click on the newly created company > Select which parts of this company’s inventory information you would like to see in the consolidated Partner Portal view (e.g. Stock, Orders, etc.). > Click “Save”
Note: You can select different items for different partners based on what is necessary. E.g. 1 partner might require you to monitor their orders, while another only requires you to monitor cycle count tasks for inventory planning.
Step 5: Click on the dropdown menu at the top navigation bar > Click on the newly created company
Step 6: This is the portal that your partner company’s users will see and utilise. Customise it to their needs by clicking on Settings > Configure the environment as needed. E.g. Change Company Name, logo, and colours.
Note: Refer to other Knowledge Base articles for detailed guidance on configuration.
Step 7: Click on the dropdown menu at the top navigation bar > Click on Partner Portal to return to the consolidated view with your updates reflected.
