11
Self-Service Dashboard Tabs
PCI
Compliant Wallet (Cards + ACH)
1-Click
Re-Order From Past Orders & Invoices
Hundreds
Role-Based Permissions
Headless
Embeddable Into Any CMS
What is the Customer Portal in Clarity eCommerce?
It depends on the use case (auction site, marketplace, career portal, etc.), however, at its core, the Customer Portal in the Clarity eCommerce Framework is the branded
User Dashboard
, the single self-service hub where every B2B buyer-facing workflow lives behind one login. Profile Management, Account Management, Address Book, PCI-compliant Wallet, Order Management, Invoice Management, Quote Management, Wish List, Favorites List, Shopping Lists, and In-Stock Alerts each render as a Dashboard tab. A buyer can move from updating their phone number, to paying an open invoice, to approving a quote, to re-ordering from last month's shipment, without ever leaving the Portal or calling your customer-service line.
This isn't a marketing-page concept, it's a combined user experience for an organization. This isn't a marketing-page concept. It's the operational reality of how B2B procurement works once a Customer Portal is wired up correctly. Every
User
belongs to an
Account
, and account-level data (the shared Address Book, stored Wallet methods, contracted pricing, Account Balance, Credit Limit, Tax Exemption Number, and Tax Entity Use Code) surfaces in the same Dashboard for every authorized User on the Account. A buyer adds a new Ship-To once and twelve coworkers see it at Checkout. The finance lead saves a corporate ACH method once, and the entire AP team can apply it against open invoices.
The core benefit if the flexible customer journey the platform can deliver. The Portal is also one of the strongest arguments for Clarity's
headless / hybrid commerce
architecture. The full Dashboard can run as a standalone Clarity storefront, or any individual tab (Orders, Invoices, Wallet, online invoice pay, user profile) can be embedded inside an existing CMS (WordPress, Sitecore, Adobe Experience Manager, your custom React app) the same way you would embed a Google Map or a YouTube video. Each tab is backed by the platform's thousands of API endpoints, so the headless surface is complete, not a token API afterthought.
The problem: B2B customers want self-service, and most portals can't deliver it.
Modern B2B buyers expect to pay an invoice, check an order, approve a quote, save a card, store a Ship-To, and find what they bought last quarter, all on their own, in one place, without picking up the phone. Most legacy portals show them a static profile page, a list of orders that won't re-order, and nothing else. The gap between expectation and reality is where service costs balloon.
Step-by-step walkthrough
1
Log in and land on the User Dashboard
The buyer logs into the storefront and lands on the User Dashboard, the central Customer Portal where every self-service tab is one click away. Profile, Account, Address Book, Wallet, Orders, Invoices, Quotes, Wish List, Favorites, Shopping Lists, and In-Stock Alerts are all surfaced in a single branded layout.
2
Update Profile and Account information
Under My Profile, the buyer manages their personal information: First Name, Last Name, Display Name, Phone, Fax, Email, and Password Reset Controls. Under Account Profile, an authorized User maintains the company-level record (Company Name, Key / ID, Description, Tax Exemption Number, and Tax Entity Use Code), which applies to every User on the Account.
3
Manage the shared Address Book and PCI Wallet
In the Address Book tab, billing and shipping addresses are added once and shared across every User under the Account, dynamically populating Checkout and the Invoice Details Page. In the Wallet tab, the buyer stores credit cards (and optionally ACH bank accounts) in a PCI-compliant token vault that is selectable at Checkout and on invoice payment.
4
View Orders and re-order with one click
The Orders tab shows every purchase placed through the storefront, with a detail view exposing Line Items, Billing / Shipping Information, Status, and Totals. The buyer can re-order any or all items from a past order without re-keying the cart. That is one of eight out-of-the-box reorder paths the platform supports.
5
Pay open Invoices with B2B terms
Under Invoices, B2B buyers on NET-terms see every invoice associated with their Account, with detail views showing Balance Due, Status, Due Date, and line-level data. A built-in payment UI lets a finance-Role User pay one or many invoices in a single transaction, using a stored Wallet method or applying Account Credit.
6
Approve or reject Quotes
Under Quotes, the buyer sees every Quote Request submitted through the storefront. Once your sales team processes the quote, an automated email notifies the customer. The buyer logs back in, opens the Quote Details View, and can cancel, reject, or approve the quote. Approving prompts payment, on successful payment the quote becomes an Order.
7
Use Wish List, Favorites, Shopping Lists, and In-Stock Alerts
From the catalog, the buyer adds aspirational products to a Wish List, frequently-purchased items to Favorites, and curates named Shopping Lists for repeatable bundles (e.g., new-hire laptop kit). From any Shopping List, one click adds individual items or the entire list to the cart. Out-of-stock items can be added to the In-Stock Alerts List with a target quantity, and the buyer receives an automated email when inventory recovers.
Benefits & business impact: what a real B2B portal delivers.
A real Customer Portal is not a vanity feature. It reduces service costs, accelerates sales, and gives buyers a reason to stay. Here is what the User Dashboard does for the people who depend on it.
CSR call volume drops
Every workflow the Portal covers (pay an invoice, check status, update an address, store a card, approve a quote, find what we bought last quarter) is a workflow your CSRs stop handling by phone or email. Service hours migrate from reactive to proactive almost immediately.
Faster reorder, higher repeat rate
Eight out-of-the-box reorder paths: from past Orders, Invoices, Shopping Lists, Favorites, Wish Lists, Quick-Order, Bulk-Order, and CSV upload. Repeat buying stops being friction work and becomes a one-click action your buyers actually look forward to.
DSO compresses, AR days drop
NET-terms customers pay faster when the payment UI lives in their dashboard. One click, stored Wallet method, multiple invoices at once. AR teams stop chasing checks and start closing months on schedule.
Quote-to-order velocity 10x
Self-service Quote approve / reject / convert collapses a three-day phone-and-email loop into a 30-second logged-in click. Your sales team stops being a courier service for approval emails and starts working on the next opportunity.
Backorder revenue recovered
Every In-Stock Alert email is an order you would have lost. The automation rebuilds the lost-sale demand curve for backordered SKUs, especially in industries where lead-time-tolerant buyers still expect proactive notification.
Customer stickiness
A buyer with their stored Wallet, Address Book, Shopping Lists, Favorites, Wish List, Quote history, and Invoice history all in your Portal has a real switching cost to leave. Self-service is what makes the relationship sticky, not contract length.
The people who benefit span every B2B persona. Buyers get a portal that respects how they actually work: lists, repeat orders, stored everything. AP and finance teams get one place to see and pay every invoice with NET terms, ACH, or Account Credit. Procurement managers get account-level shared Address Books and Shopping Lists they can pre-stage for their buyers. Your CSRs get hours back as routine workflows migrate from email and phone into self-service. And your CFO watches DSO compress, repeat-order velocity rise, and the cost-per-interaction line on the service-ops dashboard fall.
Frequently asked questions
What is the Customer Portal in Clarity eCommerce?
The Customer Portal is the branded User Dashboard inside the Clarity eCommerce Framework where every B2B self-service workflow lives: Profile Management, Account Management, Address Book, PCI-compliant Wallet, Orders, Invoices, Quotes, Wish List, Favorites, Shopping Lists, and In-Stock Alerts. Every User who belongs to an Account logs into the Portal and sees only what their Role permits, with all account-level data (addresses, contracted pricing, credit limits) shared automatically across the team.
Is the Customer Portal standalone or can it embed into our existing site?
Both. The Portal can run as the full Clarity-built storefront with the Dashboard included, or, via the Clarity eCommerce headless / hybrid architecture, individual Portal components (Orders tab, Invoices tab, Wallet, user-profile, online invoice pay) can be embedded into any CMS (WordPress, Sitecore, Adobe Experience Manager, your custom React or Vue app) the same way you would embed a Google Map or a YouTube video. The thousands of API endpoints behind the platform mean every Portal feature has a clean headless surface.
What is the difference between Wish List, Favorites, and Shopping Lists?
Wish List and Favorites are functionally parallel single-list features. The buyer adds catalog items to a personal list and manages that list inside the Dashboard. In typical B2B practice, Wish List is used for aspirational or future-purchase candidates, while Favorites is used for frequently-purchased shortcuts. Some customers keep one, some keep both. Shopping Lists are different: the buyer creates multiple named lists (e.g., “New-Hire Workstation,” “Quarterly MRO Kit”), each with its own products, and from any list one click adds individual items or the entire list to the cart. Shopping Lists are the reorder workhorse for repeatable B2B bundles.
How does the PCI-compliant Wallet work?
The Wallet tab is a PCI-compliant token vault where buyers store credit cards and (optionally) ACH bank-account entries. The Clarity platform never holds raw card numbers. Cards are tokenized via your merchant-services PCI token provider, which keeps you out of PCI DSS scope for cardholder data storage. Saved methods then appear in the payment selector during Checkout and when paying an invoice from the Dashboard, so every authorized User on the Account can complete a transaction with one click against a stored method.
How does Invoice payment work in the Portal for B2B NET-terms customers?
The Invoices tab is the workhorse for B2B configurations where Terms customers (e.g., NET30) are billed after an order ships. Every invoice associated with the buyer's Account is listed, with a detail view that shows Balance Due, Status, Due Date, and line-level data. The built-in payment UI lets a finance-Role User submit payment toward one or multiple invoices at once, using a stored Wallet method, ACH, or Account Credit. The Module also lets the buyer re-order any or all of the items from a past invoice in a single click.
How do Quotes flow from request to approval to order inside the Portal?
The Quotes tab shows every Quote Request submitted through the storefront, with detail views of Line Items, Quantities, Shipping Information, Status, and Totals. Once your sales team processes the quote, an automated email notifies the customer that the quote is ready for approval. The buyer follows the link, logs in, opens the Quote Details View, and can cancel, reject, or approve. Approving prompts the buyer to submit payment. On successful payment the Quote is converted to an Order, and the same Sales Group then threads the order through to invoicing.
Are In-Stock Alerts automated?
Yes. Products that are Out-of-Stock or on Backorder display a Bell Icon / In-Stock Alert Button in the catalog. A registered User clicks it, specifies how many units they want, and the product is added to their In-Stock Alerts List in the Dashboard. When inventory recovers and exceeds the User's specified quantity, an automated email is sent to the buyer letting them know the item is available again. The buyer can then return to the Dashboard, remove the item from the alerts list, and add it directly to the cart.
See it with your accounts
Tour the Customer Portal, with your buyers, your invoices, your quotes.
Schedule a 30-minute walkthrough and we'll show the Customer Portal running with a sandbox of your own Accounts, Users, Roles, and contracted prices: the Invoices tab paying live against a NET-terms sample, the Quotes tab approving and converting to an Order, and Wish List, Favorites, and Shopping Lists wired to your catalog. We can even embed a Portal tab into your CMS as a proof-of-concept.
1,600+B2B Clients
ThousandsAPI Endpoints
PCICompliant Wallet
