Getting Started with SXP Partner Edition
First published on: 08/10/2023/6:54 pm
Some administration is required to make the most of your SXP Partner installation. Depending on your features and configuration, you may see some or all of the areas below.
Logging In
Log into SXP Portal using your email address and the password provided by your system admin.
The graphic above displays:
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(1) Username |
Log in with your registered email address. |
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(2) Password |
Passwords must be set up by an admin. If you don’t know your password, use the 'Forgot your password?' link (if available) or contact your SXP Partner administrator. |
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(3) Login button |
Click to complete the login process. |
Note: If multi-language is enabled, you'll choose your desired language before logging in.
Accessing SXP Partner Portal Features
Upon login, you'll see at-a-glance reports with your transaction history. At-a-glance reports are available for orders, invoices, payments, deliveries, and credit memos. Other features are accessible from this page, as detailed below.
SXP Partner at-a-glance reports are displayed upon login. See details below for other available functions.
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Feature |
Description |
|---|---|
| Your company logo (1) | |
| Menu (2) | Navigate to reports, bill payment, order placement, and other menu entries using the provided menu or by pinning 'Favorites' to your menu. |
| Place order (3) | Allows configured customers to access Order Pad functionality to place orders. (Requires Order Pad application license.) |
| Place quote (4) | Allows configured customers to access Order Pad functionality to create quotes. (Requires Order Pad application license.) |
| Pay (5) | Configured customers can pay their balance in their configured B1 currency using configured credit card options. (See: List of supported Payment Gateways.) |
| New service call (6) | Configured customers can generate a service call within SAP Business One. |
| View cart (7) | Configured customers can view their cart contents before checking out. (Requires B2B Marketplace with Order Pad application licenses.) |
| Search (8) | Search the B2B catalog for collections or items. (Requires B2B Marketplace with Order Pad application licenses.) |
| Settings (9) | View account-level details and access account functions like 'Change Password' and 'Logout'. |
| Account balance (10) | Configured customers can see their balance in the settings pane (9). |
| Breadcrumb trail (11) | Configured customers can follow the breadcrumb trail to easily navigate to recently viewed features. |
| Report-view settings (12) | Configured customers can view advanced report settings such as report view layouts and exporting to Excel. |
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Last modified: 01/27/2025/9:50 pm |
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