Video walkthrough: Setting up and configuring portals in Digit
Watch this video for a full walkthrough of how to enable portals, configure your global settings, and share a portal link with a customer or vendor.
Step 1: Enable portals
Portals are disabled by default and need to be activated before they can be used.
Navigate to Settings in the left side panel.
Click Portals.
Toggle the switch to activate the feature.
Once activated, portals become available for both customers and vendors across your account.
Step 2: Configure global settings
On the same page, you can configure two global settings that apply to all portal users.
Order request instructions
Use this free-text field to add any instructions you want customers or vendors to see when they are creating a sales order request through their portal, such as lead times, ordering minimums, or preferred contact details.
Maximum request weight
If set, this displays a warning to both the portal user and your team when a sales order request exceeds the defined weight limit. This is useful for flagging orders that exceed the capacity of a single shipment.
💡 Digit Tip: Portal users can still submit a request that exceeds the maximum weight; the limit triggers a warning notification, not a hard block.
Once configured, click Save.
Step 3: Set up a portal for a specific account
Each customer or vendor gets their own unique portal link. Here is how to configure and share it.
Navigate to Accounts from the left side panel and open the account you want to configure.
In the top-right corner of the account details page, click the Share portal button. A status indicator shows whether the portal is currently active or inactive.
In the share portal modal, use the toggle at the top to activate the portal for that account. Once toggled on, a unique portal link will be generated.
Configure portal modules
Choose exactly what the portal user will see by toggling the available modules on or off:
Items — shows available products, default sales prices, available quantities, and any applicable price breaks.
Sales orders — shows the portal user's order history and allows them to submit new sales order requests.
Shipments — allows the portal user to track orders that have been shipped, including carrier and tracking details.
Manufacturing orders — show any manufacturing orders related to the portal user's orders.
⚠️ Important: At least one module must be enabled for the portal link to work. If you want portal users to be able to create sales order requests, the Items module must also be enabled items need to be visible for the user to add them to a request.
Connect a price list (optional)
You can connect a price list to the portal. If set, the portal user will only see the items included in that price list, and pricing will reflect the rates defined in it.
Once everything is configured, click Save.
Copy the generated link and share it directly with your customer or vendor.
💡 Digit Tip: Back on the Accounts page, the portal column displays the portal link for each account. You can copy it directly from the table without having to open the account again.
What your customers and vendors will see
Once a portal user opens their link, they will land on the main portal view with access to whichever modules you have enabled. You can share the walkthrough video below directly with them to help them get started.
Video walkthrough: Using your Digit supplier portal
Share this video with your customers or vendors to walk them through how to navigate their portal, place a sales order request, and track their shipments.
Placing a sales order request
From the Sales orders tab, portal users can view their order history and submit new requests by clicking Create sales order request.
They will see any ordering instructions you have set, along with fields for their shipping address, billing address, and customer purchase order number. Once items are added and quantities confirmed, they click Submit. The order will appear in their Sales Orders tab with a status of Requested.
ℹ️ Note: If a portal user's link shows an error message such as an invalid or expired link, they should reach out to you directly. You can deactivate and reactivate the portal from the account page to generate a fresh link.
Portals are ready to share
Your customers and vendors now have a dedicated space to view items, track orders, and submit sales order requests, reducing back-and-forth and giving them the visibility they need to work with you more efficiently.