Orderverse DocsCustomer Order Portal
The personalised order portal each customer accesses via their unique link — custom pricing, order history, and reorder.
What is the Customer Order Portal?
Every customer you create gets a unique order link. When a customer opens their link, they see a personalised portal with:
- Their assigned price group and pricing
- A Past Orders tab showing their order history
- Reorder shortcuts from previous orders
- Personalised navigation tabs and template layout
This is different from the workspace's public order link. The customer portal reflects settings and pricing configured specifically for that customer.
Entry experience
When a customer opens their link they first see a personalised welcome screen:
Welcome back, {business name} Is this you? Yes, Start Ordering
One tap or click loads the catalogue. No login, email, or code is needed in the default configuration.
If your workspace has Strict Security Mode enabled, an email verification challenge appears before the catalogue loads. See Entry Security for details.
Personalised pricing
When a customer opens their link, prices are automatically resolved:
- Customer's assigned price group (highest priority)
- Workspace default pricing
- Product base price (final fallback)
Buyers see only the final resolved price — the pricing logic is not visible to them.
Navigation tabs
Navigation tabs appear above the product list. The tabs shown depend on your workspace Order Settings and which products are currently available:
| Tab | Visible when | Customer link only |
|---|---|---|
| All | Always | – |
| New Arrivals | Products marked as new arrivals exist | – |
| On Sale | Products with an active promotion exist | – |
| Past Orders | Customer has at least one previous order | ✅ |
| [Category name] | Category has active products | – |
Tabs with no matching products are hidden by default. This default can be changed per tab in Configuration → Order Settings → Navigation.
The Past Orders tab is never shown on the workspace public link — only on individual customer links.
Past Orders & Reorder
Recent Orders list
The Past Orders tab shows the customer's last 10 orders. Each row shows:
| Column | Description |
|---|---|
| Order number | Unique order reference |
| Date | Order submission date |
| Status | confirmed, invoiced, etc. |
| Total | Order total amount |
| Items | Number of line items |
Click a row to expand the order details. Draft orders are listed but not selectable. Click Load more to load older orders.
Order History (products)
Below the recent orders, a list of up to 50 products the customer has ordered before is shown. Each row includes:
| Column | Description |
|---|---|
| Product name & SKU | Product identifier |
| Last ordered | Date of the most recent order containing this product |
| Times ordered | How many separate orders included this product |
| Last qty | Quantity ordered last time |
| Availability | Current stock/pricing status |
Products that are no longer available show a warning badge:
| Badge | Meaning |
|---|---|
| Orange badge | Product is inactive, out of stock, has no price assigned, or its UoM is no longer available |
| Green dot | Product is available and can be ordered |
Customer-level settings
The following settings can be overridden per customer, taking priority over workspace defaults:
| Setting | Where to configure |
|---|---|
| Order template (Standard, Quantity Grid, etc.) | Customer detail → Order Settings |
| Checkout mode (Pay Now / Pay Later / Inherit) | Customer detail → Order Settings |
| Freight | Customer detail → Freight |
| Price group | Customer detail → Pricing |
AI assistant on the portal
Customers with access to an AI-enabled portal see a floating chat button in the bottom-right corner of their order page.
What the portal AI can do for your customers:
| Capability | Example |
|---|---|
| Find products | "Do you have almond milk?" |
| Add to cart | "Put 3 of those in my order" |
| Repeat a past order | "Same as my last order" |
| Repeat with changes | "Same as last time but remove the bread and add 2 milk" |
| Check order status | "Has my last order been confirmed?" |
| Answer policy questions | "What's your return policy?" |
The AI never submits an order. The customer always reviews and places the final order themselves.
If your workspace has Workspace Aliases configured, customers can use your business-specific product nicknames in chat and the AI will understand them.
Portal AI is enabled or disabled in Configuration → AI → Settings → Portal AI. See Portal AI for full details.
Sending the customer link
See Sharing Order Links for how to copy and send the customer link via email or messaging apps.
Trial and workspace restrictions
If your workspace trial has expired, customers can still view their portal but cannot submit orders. They see a message indicating the supplier is temporarily unavailable. Their cart contents are preserved when the issue is resolved.