Customer Portal
v1Customers sign quotes, track orders and check invoices from their own account.
Features
What Customer Portal unlocks once it’s installed for your store.
Quotations with e-signature
Customers open their quotations in their account and accept with a typed signature, or decline with a reason.
Orders and reorder
Delivery progress and invoices on every order, with one click to put the same products back in the cart.
Invoices and statements
Open and paid invoices with the balance due, PDF copies and a statement of account.
Guide
Self-service for signed-in shoppers: view and e-sign quotations, follow orders and deliveries, reorder, open invoices and statements. Use Settings → Apps to install, review dependencies, and open configuration.
01Getting started
Confirm your plan includes Customer Portal, then install from Settings → Apps. Required dependency apps must be active first.
- Check market availability on the app detail page
- Install dependencies before activating Customer Portal
- Use Configure when the app is enabled
02Entitlements
Tryso gates Customer Portal by market channel and plan feature. If either gate is revoked, non-core apps are disabled automatically while history is kept.
- Market installable flag controls channel offer
- Plan app_*_access controls subscription inclusion
- Upgrade or re-enable to install again
Changelog
- v12026-10-12
- Initial market-scoped presentation, documentation, and entitlement metadata.