PlanIt EPOS · Customer Portal

Choose which portal sections a customer can see

This guide is awaiting review — the steps may change.

What does this do?

Each portal login has its own list of sections. You can hide any of them for one customer, lock the login temporarily or switch it off completely, all from their trade account on the till.

How to use it

  1. From the ☰ menu choose Accounts and open the customer's trade account. The till must be signed in to the cloud.
  2. In the portal panel, find Section access. Untick any section you do not want this customer to see: account, invoices, statements, orders, quotes, payments, documents, history, returns or messages.
  3. Press Save permissions. The section vanishes from the customer's menu the next time they open the portal. The Dashboard is always shown.
  4. To pause access without deleting anything, tick Locked. To switch the login off, untick Enabled. Both take effect immediately and can be reversed the same way.
  5. The panel also shows when the customer last signed in and any failed sign-in attempts.
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Related guides

Put an account on stop, or close it

Each account has a status. On Stop and Closed block new account sales at the till until a Super Admin overrides, which is how you stop a slow payer running up more credit.

Trade Accounts

Open a trade account for a customer

A trade account lets a customer take goods now and settle later on your terms. Open one from the Accounts screen, or let the till create it the first time you put a sale on account.

Trade Accounts

How customers sign in and reset their password

Customers sign in with their email and a password they set from the welcome email. If they forget it, they can send themselves a reset link, or you can send one from the till.

Customer Portal

Delete a trade account

Delete account removes the account record for good. Only a Super Admin can do it, and only once the account owes nothing. Past sales stay in History and reports.

Trade Accounts

Documents, orders, payments and statements in the portal

The portal answers the questions trade customers ring you about: what did I order, has it arrived, what have I paid, and can I have a statement. All of it comes from the till, so there is nothing for you to send.

Customer Portal

How customers accept a quote online

A customer can accept or reject a quote from the portal without phoning you. Quotes you send by email or WhatsApp also carry an approve link, so a portal login is not needed just to say yes.

Customer Portal
Questions this guide answers
  • Can I hide parts of the portal from a customer?
  • How do I stop a customer using the portal?
  • What does Locked mean on a portal login?

Last updated 2026-09-03 · Direct link for this feature