Step 1. Configure Notification Recipients for New Orders
Go to Settings → App Settings → Notifications → click on New order received and select one or more recipients from the list.
Choose the type of notification you prefer (e.g., web, email) → Select Team members to define who will receive notifications → Click Save to apply the changes.
Step 2. Enable Omni Sales Menu on the Portal
Go to Omni Sales → Setting → Default setting → Enable the option “Show Portal” → Click Save to confirm the changes.
Step 3. Set Default Shipping Fee for Portal Orders
Go to Omni Sales → Settings → Order setting → Under Shipping fee form, choose either:
Fixed Amount: set a fixed shipping fee.
Percentage (%): set a percentage-based order value.
Enter the amount in the field Default shipping fee for client order→ select Save. 
Step 4. 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: Select a product group. All products within this group will be added to the Portal.
Product: If you want to add specific products, choose them here.
Step 5. 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.
⇒ The price on the Portal will include Price + (Price * Tax).
For example, if the product price is 18,000 USD and the tax is 7%, the final price on the Portal will be (18,000 * 0.07) + 18,000 = 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
POS 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 6. Create Trade discount for Portal ( Optional)
Step 7. Add product to the cart
Log in to Fast CRM with your customer account → select Omni Sales → select Store → select the product you want to buy and click Add to cart
If the product has variants, a popup will appear allowing you to select the variant and quantity to add to the cart.
Step 8. Check-out the cart
There are two ways to submit the order:
Method 1:
Click the Cart icon in the lower-right corner of the screen.
Use the + or - buttons to adjust the quantity of items → Click Process Order.
Enter the voucher code if available and click Save & Continue.
Method 2:
Click the Checkout button in the upper-right corner of the screen.
Click Edit to adjust the item quantities.
Click X to remove an item from the cart.
Enter the voucher code if available and click Save & Continue.
Order Created Successfully, Client Can Download PDF. The order will also appear in the Admin Portal → Order List. And an Invoice will be automatically generated from this order.
Step 9. Create export stock
Go to order detail → select Create export stock → An export stock voucher will be automatically generated and approved, and the product's stock quantity will be reduced.
Step 10. Change Order Status
Go to the order details → click Actions → select Edit Order.
Choose the appropriate status from the Status field and click Save.
