This functionality is similar to Sale on Portal, but in this case, employees will use this feature to create orders on behalf of customers. Employees will also use the Portal and the items added in the Portal channel settings to create orders, as well as apply the Trade Discount from the Portal.
Step 1. Set Default Shipping Fee for Manual Orders
Go to Omni Sales → Settings → Order setting → Under Shipping fee form, choose either:
Fixed Amount
Percentage (%)
Enter the amount in the field Default shipping fee for manual order→ select Save.
Step 2. Add Product for Portal channel
Go to Sales channel menu -> Active Portal channel -> then select Setting product
Select Add, in the Add product popup, fill in the required fields → select Submit
Group Product: Choose a product group; all products from the selected group will be added to the Portal.
Product: If you want to select specific products, these will be added to the Portal.
Step 3. Update Product Price on Portal Channel (Optional)
Set a Different Selling Price for Portal
If you want the selling price on the Portal to differ from the price declared in CRM:
Go to the Portal channel.
Select the product you want to update.
Click the Edit icon.
Change the selling price in the Price field.
Click Save.
Example: If an item, “EDIFIER R1700BTs,” has a price on the channel of 18,000 USD and the tax on the item is 7%, the actual price on the Portal will be:
Price on Portal=18,000+(18,000×0.07)=19,260 USD
Sync Price from CRM to Portal
When the selling price of a product changes in CRM and you want the Portal price to match: You can use the Update Price button to sync the prices.
There are two ways to update prices:
A. Update price for selected products:
At the Portal channel, check the products you want to update.
Click Update Price
Portal prices will be synced to match CRM.
B. Update price for all products: Simply click Update Price without selecting any products to update prices for all items in the portal channel.
then select Yes to confirm
Step 4. Create Trade discount for Portal ( Optional)
Step 5. Add product to cart
Log in to Fast CRM with your employee account → select Omni Sales → select Order list → click Create order button → The system will redirect to the Portal.
Alternatively: Choose the Omni Sales module → select the Portal menu.
then select the product you want to buy and click Add to cart
If the product has variants, a popup will appear where you can select the variant and quantity to add to the cart.
Step 6. Check-out Cart
There are two ways to submit the order:
Option 1: Click the cart icon at the bottom right of the screen.
Adjust quantity using + or - buttons → Click Process Order.
Select the client, enter the voucher code (if available), and click Place Order.
Option 2: Click Checkout at the top-right corner of the screen.
Select the client
Click Edit to adjust quantity and prices.
Or click X to remove items from the cart.
Afterward, enter the voucher code (if applicable) and click Place Order.
After successfully submitting the order, it will be displayed in both the Admin Portal and Customer Portal under the Order List menu.
Step 7. Create invoice
Employee need to go to Order list menu → View the order details → click Actions → click Create Invoice
The Create Invoice popup will appear → Click Save.
Step 8. Create export stock
Go back to the Order Detail → click Create export stock. The stock export voucher will be automatically created and approved, reducing the product inventory.
Step 9. Change Order Status
Go to the order details → click Actions → select Edit Order.
Choose the appropriate status from the Status field and click Save.
