How to Use the Portal for Orders & Product Management

This guide explains:

1. How customers place orders
2. How deposits work
3. How to edit products and prices
4. How to make products visible in the portal
5. How to view incoming orders

Part 1: How Customers Place an Order

Step 1: Customer Enters the Order Portal

When a customer goes to place an order, they will see:

• Available products
• A deposit amount listed for each item

What the Deposit Means

The deposit is:

• The minimum amount charged upfront
• Based on the product’s expected weight and current rate
• Processed immediately through Stripe
• Deposited directly into your connected bank account

Step 2: Adding Items to Cart

Customers:

1. Click “Add to Cart”
2. Items appear in the cart summary
3. Continue adding products as needed
4. Proceed to checkout

Step 3: Checkout Process

At checkout, customers:

• Enter their contact information
• Select pickup (e.g., pickup at plant)
• Enter credit card details
• Submit payment

Important: Submitting the order immediately charges the deposit via Stripe.

Step 4: After Checkout

Once submitted:

• An email notification is sent with full order details
• Orders can be printed
• Staff pack the order based on the printed details

How Final Payment Works

After packing:

1. Orders are entered into Insebra
2. The deposit already paid is applied as a discount to the invoice
3. The customer is charged the remaining balance

Part 2: How to Edit Products & Change Prices

Step 1: Go to Dashboard

Navigate to: Dashboard → Products → All Products

You will see:

• Product name
• SKU
• Deposit amount
• Retail price

Step 2: Edit a Product

1. Click “Edit” on the product
2. Make changes as needed

Required Settings for Portal Visibility

For a product to appear in the portal, you must:

• Set a Deposit Amount
• Check the Retail option

If either is missing, the product will not show in the portal.

Understanding the Price Fields

There are two important pricing areas:

Deposit

• Minimum upfront charge
• Required for portal display

Retail Price (for example, per pound price)

Example: Half carcass at 16.05 per pound. This is the listed product price customers see.

Regular Price

The Regular Price field is used for:

• Scanning and packing orders
• Internal order processing
• Generating invoices through the website (if inventory syncing is enabled)

Currently, orders are not packed directly through the website, although it may be possible to sync inventory and generate invoices through the system in the future.

Step 3: Save Changes

Click “Update” to save any product edits.

Part 3: Making a Product Visible in the Portal

Example: Lamb Leg Shanks (not currently visible)

To make it available:

1. Go to Products
2. Click “Edit”
3. Enter a Deposit Amount
4. Check the Retail box
5. Click “Update”

The product will now show in the portal.

Part 4: Viewing Orders

To view incoming orders:

1. Go to Dashboard → Orders → Orders
2. Select an order to view details

Each order shows:

• Customer information
• Items ordered
• Deposit paid
• Order details

You will also receive full order details by email.