## Zoho Commerce Help Documentation Index Access the complete documentation index at: https://www.zoho.com/en-fr/commerce/help/llms.txt Use this file to discover all available documentation pages before proceeding. # Customer Portal The customer portal is a self-service area in the online store. Registered customers can manage their profile, track and reorder purchases, review quotes shared with them, and maintain saved addresses. This guide is for online store customers. If you are a store admin, refer to **Customer Portal Settings**. **Prerequisite:** The admin must enable the customer portal from the online store settings before you can sign up or sign in. If the admin enables **Mandatory Sign In**, you must sign in to browse the store. ## Sign Up and Sign In You can become a registered member of the store by signing up for the customer portal. Once registered, you can sign in to view your orders, quotes, and saved addresses. ### Sign Up To sign up for the customer portal: * Go to the online store. * Click the **Profile** icon in the top-right corner. * Select **Sign Up**. * Enter the required details in the sign-up form. * Click **Sign Up** to create your account. **Note:** The fields shown on the sign-up form depend on the admin’s configuration. If **Enable Sign Up** is turned off, you can join the portal only when the admin invites you by email. ### Sign In To sign in to the customer portal: * Go to the online store. * Click the **Profile** icon in the top-right corner. * Select **Sign In**. * Enter your email address and password. * Click **Sign In**. **Note:** If the admin enables social login, you can also sign in with a supported social account, such as Google or Facebook. ## Access the Customer Portal Once you sign in, you can open the portal from any page in the online store. ![Customer portal access from profile dropdown](/commerce/help/customer-portal/portal-options.png) * Sign in to the online store with your registered email address and password. * Click the **Profile** icon in the top-right corner. * Select **My Profile**, **My Orders**, **My Quotes**, **My Wishlist**, or **My Addresses** from the dropdown. The selected option opens the corresponding page in the customer portal. ## My Profile The **My Profile** page lists the personal information saved against your account. You can also change your password from this page. ### View Profile Details * Click the **Profile** icon in the top-right corner. * Select **My Profile**. ![Customer portal access from profile dropdown](/commerce/help/customer-portal/my-profile.png) The following details are shown on the **My Profile** page: Field Description First Name Your first name from sign-up or checkout. Last Name Your last name from sign-up or checkout. Date Of Birth Your date of birth, if provided. Gender Your gender, if provided. Email The email address registered with your account. You use this address to sign in and receive order notifications. Phone Number The phone number associated with your account. Company Name The company name, if you registered as a business customer. Job Title Your designation at the company, if provided. Address The street address saved against your profile. City The city for the saved address. State The state or province for the saved address. Country The country for the saved address. ZIP Code The postal code for the saved address. Receive promotional emails Whether you opted in or opted out of marketing emails from the store. GSTIN Your Goods and Services Tax Identification Number, if you registered as a business customer. This field is available in the India edition only. ### Edit Profile You can update your personal information from the **My Profile** page. * Click the **Profile** icon in the top-right corner. * Select **My Profile**. * Click the **Edit** icon on the **My Profile** page. ![Customer portal access from profile dropdown](/commerce/help/customer-portal/edit-profile.png) * Update the fields you want to change. * Click **Save**. Your updated profile details appear on future orders and notifications. ### Change Password You can change your portal sign-in password from the **My Profile** page. * Click the **Profile** icon in the top-right corner. * Select **My Profile**. ![Customer portal access from profile dropdown](/commerce/help/customer-portal/change-password.png) * In the **Change Password** section, enter the following details: Field Description Old Password The password you currently use to sign in. New Password The new password you want to set. Confirm Password The new password entered again for confirmation. * Click **Submit**. * Click **Reset** to clear the form without saving. **Insight:** Use a strong password that combines uppercase letters, lowercase letters, numbers, and symbols. Avoid reusing a password from another website. ## My Orders The **My Orders** page lists every order you have placed in the store. You can view order details, cancel an eligible ongoing order, return a delivered order, or reorder items. To view your orders: * Click the **Profile** icon in the top-right corner. * Select **My Orders**. ![Customer portal access from profile dropdown](/commerce/help/customer-portal/my-orders.png) The page opens on the **Ongoing Orders** tab and lists orders that are still in progress, such as orders with the **Confirmed** status. Switch to **Past Orders** to view completed orders, such as orders with the **Delivered** status. Use the filter in the top-right corner to change the time range. Element Description Order Number The order reference, such as `#SO-00013`. Status The current order status, such as **Confirmed** or **Delivered**. Placed on The date and time when you placed the order. Delivered on The delivery date. This appears on the **Past Orders** tab. Total The total amount paid for the order. Tab Available actions Ongoing Orders **Order Details**, **Cancel**, and **Buy Again** Past Orders **Order Details**, **Return** when eligible, and **Buy Again** The **Return** button appears only when the order is within the store’s return period and its items are eligible for return. ### View Order Details * In **My Orders**, locate the order you want to review. * Click **Order Details** for the order. ![Customer portal access from profile dropdown](/commerce/help/customer-portal/order-details.png) The order details page displays the items, quantities, prices, taxes, totals, and shipping address for the order. ### Cancel an Order You can cancel an order from **Ongoing Orders** when the order has not shipped. * In **My Orders**, click the **Ongoing Orders** tab. * Locate the order you want to cancel. * Click **Cancel** for the order. ![Customer portal access from profile dropdown](/commerce/help/customer-portal/cancel-order.png) * Enter the **Quantity** and select the **Reason** for cancellation. * Click **OK** to cancel the items. **Note:** The **Cancel** button does not appear for orders on the **Past Orders** tab. **Warning:** Order cancellation is irreversible. To purchase the same items again, place a new order or use **Buy Again**. ### Return a Delivered Order You can request a return for a delivered order from **Past Orders** when the admin allows returns and the order is within the return period. * In **My Orders**, switch to the **Past Orders** tab. * Locate the delivered order you want to return. * Click **Return** against the order. ![Customer portal access from profile dropdown](/commerce/help/customer-portal/return-order.png) * On the **Return Order** page, enter the **Quantity** and select the **Reason** for the return. * Click **OK** to submit the return request. **Note:** The **Return** button appears only when the admin enables returns for the item and the order is within the configured return period. The admin reviews submitted requests and updates the order status. ### Reorder With Buy Again The **Buy Again** option lets you place a new order for items from a previous purchase. It is available on both the **Ongoing Orders** and **Past Orders** tabs. * In **My Orders**, locate the order you want to repeat. * Click **Buy Again** for the order. * Review the items added to your cart. * Check out as usual. **Insight:** **Buy Again** is available only when the admin enables it in the customer portal settings. If an item from the original order is no longer available, it is not added to the cart. ## My Quotes The **My Quotes** page lists quote requests that the store has shared with you. You can review the items, pricing, comments, and current status of each quote. * Click the **Profile** icon in the top-right corner. * Select **My Quotes**. ![Customer portal access from profile dropdown](/commerce/help/customer-portal/my-quotes.png) * In the **Quote Request** tab, use the status filter in the top-right corner to filter quotes by status, such as **In Progress**, **Void**, or **Processed**. The default filter is **All**. Element Description Quote Request No The quote reference, such as `QR-00008`. Date The date and time when the quote request was created. Status The current status, such as **In Progress**, **Void**, or **Processed**. To view quote details: * Click **Details** for a quote. * Review the item names, quantities, and shipping address on the _Quote Request Details_ page.\\ ![Customer portal access from profile dropdown](/commerce/help/customer-portal/quote-request-details.png) * If the quote request is **Processed**, click **Quote Details**. * Review the quote number, status, admin comments, shipping address, estimated details, item quantities, and prices. * Enter a comment in the **Comments** box. * Click **Save** to send the comment to the admin. ![Customer portal access from profile dropdown](/commerce/help/customer-portal/quote-details.png) **Insight:** Admin comments appear only when the store enables **Display in Portal** while adding the comment. See [Quotes](/en-fr/commerce/help/quotes/) for the admin-side workflow. ## My Addresses The **My Addresses** page lists the shipping addresses saved against your account. You can add new addresses, edit existing ones, and identify the default address used at checkout. * Click the **Profile** icon in the top-right corner. * Select **My Addresses**. Each address shows the recipient name, full address, and phone number. The address marked **Default** is used as the default shipping address at checkout. ### Add an Address * In **My Addresses**, click **\+ Add New Address** in the top-right corner. ![Customer portal access from profile dropdown](/commerce/help/customer-portal/my-addresses.png) * Enter the recipient name, street address, city, state, postal code, country, and phone number. * Click **Save**. ### Edit an Address * In **My Addresses**, locate the address you want to update. * Click the **Edit** icon in the top-right corner of the address card. * Update the required fields. * Click **Save**. **Note:** Saved addresses are available for selection on the checkout page, so you do not need to enter them each time you place an order. ## My Wishlist The **Wishlist** page lists the items you saved from the online store. You can search your saved items, add them to your cart, or remove them. To open your wishlist: * Click the **Profile** icon in the top-right corner. * Select **My Wishlist**. ![Customer portal access from profile dropdown](/commerce/help/customer-portal/wishlist.png) The Wishlist page displays each saved item’s image, name, and price. For a discounted item, the original price appears with strikethrough next to the current price. ### Search Your Wishlist * In the **Search Wishlist** box, enter the item name. * Review the items that match your search. ### Add a Wishlist Item to Your Cart * Locate the item on the **Wishlist** page. * Click **Add to Cart** for the item. * Click the **Cart** icon in the top-right corner to review the item and check out. ### Remove an Item From Your Wishlist * Locate the item on the **Wishlist** page. * Click the **Delete** icon for the item. The item is removed from your wishlist. **Note:** You must be signed in to save items to your wishlist. To add an item while browsing the store, click the **Wishlist** icon on the item. ## Sign Out Sign out of the customer portal when you finish, especially on a shared or public device. * Click the **Profile** icon in the top-right corner. * Select **Sign Out** from the dropdown. You return to the online store as a guest. You can sign in again from the same sign-in page. ## Related Topics * [Customer Portal Settings](/en-fr/commerce/help/online-store-settings/#Customer-Portal) * [Orders](/en-fr/commerce/help/orders/) * [Quotes](/en-fr/commerce/help/quotes/)