Shopping Guide - Business Portal - About the Portal Menu

Portal menus that vary by permission
The portal menu will be displayed differently depending on your role.

*The menu above displays the menu for manager (maximum) authority.
*The manager has the greatest authority within the team and has the following three roles.
(Edit Members/Edit Roles/Edit Business Orders)
*The display/non-display of the corresponding menu will change depending on the role you hold. (Please check the square part in the image above.)
*Managers can change roles to members at any time.

Details of each menu

・Company information Company information registered as a business account and personal information of customers will be displayed.
Only Managers can edit their company profile information.

・Members: Those who have the role of "Edit members" can manage members.
You can add, modify, or remove members, change roles, and check the status of invited members (pending, approved, etc.).

Reviewing Invited Members On the Review Invited Members page, you can view the history and status of members you've invited in the past.
Status is "Accepted" -> You have been invited as a member and have already been approved.
If the status is "Pending" then you have been invited to become a member but have not yet been approved.
The action is "⊘ Mark as disabled" → the member has been deleted.

・Roles You can add, change, or delete roles given to members.
*The "Default" role in the initial role settings is a role that does not have any of the following capabilities: " Edit business account orders," " Edit members," or "Edit roles."
Those with default permissions can also share to the group order list (but cannot edit).

- You can view quotes and order lists shared with you by group order list members.
The order number, creation date, orderer, payment status (paid/unpaid), and amount will be displayed in a list.
You can view the details of each order by clicking on the order number.
You can add "unpaid" order list to your cart and place your order there.
*The "draft order" created by APPM before payment cannot be viewed on this page, but will be displayed after payment has been made.

・My Order List You can check the contents of your order.
(The display format will be a list of the same items as the group order list.)
When you click "Create from Cart Items", the items in your cart at the time of clicking will be shared to your business account.
→If there are any products you forgot to share, you can easily share them from here.
(This is the same as clicking the "Share to business account" button on the cart page.)

・Quick order (order in bulk)
You can search by product name, SKU number, or product category, and add multiple checked items to your cart at once.
*If you wish, we can also import your order details from Excel or CSV data separately from the quick order.
For more details, please contact us via the contact page.

・Reorders Reorders are limited to your personal My Order List.
(If all members want to check, please check the group order list.)


Past Order List You can easily create a reorder from your past order list.

Favorite Orders You can mark any order you have placed with a star as a favorite from your past orders.
You can also reorder from your favorite orders page.

· Request for quotation This is your personal quotation history.
Anyone can request a quote.

Requested Quote List
A list of items for which you have requested quotes in the past will be displayed.

Quote List
When you add a product to your quotation list using the "Add to quotation list" button on the product details page or cart page, it will be displayed on this page.