Customers are the end-users or clients who purchase products or services through the portal.
Core Responsibilities
- Managing their own account information
- Browsing products and services
- Requesting quotations and placing orders
- Accessing support and resources
Key Permissions
- View available products and services
- Submit requests for quotations (RFQs)
- Place and track orders
- Access to their own billing and order history
- Ability to raise support tickets
Customer Dashboard Navigation
|
Account Overview: Account details and preferences Recent activity summary Quick access to support |
Product Catalog: Browse available products and services Featured items and promotions Product comparison tools |
Quotations: Request new quotations View and manage received quotations Quotation history |
|
Orders: Place new orders Track active orders Order history and reordering |
Billing and Payments: Invoice management Payment methods Transaction history |
Support and Resources: Access help documentation Submit support tickets FAQs and troubleshooting guides
|
Typical Tasks:
- Updating account information
- Browsing the product catalog
- Requesting quotations for desired products/services
- Reviewing and accepting quotations
- Placing orders and tracking their status
- Accessing customer support resources
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