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Client Portal
Shop Tab – Client Profile
Shop Tab – Client Profile
Andrew Day avatar
Written by Andrew Day
Updated over a week ago

The Shop tab in the Client Portal displays all products a client is permitted to purchase and allows the client to place orders without the help of a Customer Service Representative–or CSR.


The client can filter and sort the list of available products using any of the options along the left side of the screen. To add more filtering options, visit the Settings tab in the Products module to Add a New Product Tag.

To Place an Order, begin by selecting a product from the Shop tab.

For more information on the Client Portal, visit the articles on the My Profile and Order History tabs.

Add the client to one or more Sales Channels to control the products to which they have access.

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