Before your customers can use the Portal, you will need to create a Username and Password for them. You can create multiple usernames that can order for multiple locations. In our example we are using Moe's Cafe with two store locations, Store 1 and Store 2.
Click the drop down under Online Ordering and select Web Customer List. Select the customer name/location and provide username. We HIGHLY suggest using an email address as the username as this is an easy username to remember. As you create the users, decide whether or not you want this user to see the items pricing.
Once you have added your username, double click on the username to add a password. This is required to access the Portal:
Add a password for each user account and click close.
Now that you have created usernames and passwords for your customers, click on the Update Web Data button to get the credentials to the Portal:
You will be prompted to sync any invoices that are pending in the Portal. Click "No" as at this point there are no orders created yet:
