Customer Portal Overview

In this article

This article is an overview of the Customer Portal.

Access Customer Portal

  1. Navigate to https://app.yoprint.com/customer.
  2. Double click the customer to view. Click on the Portal Link.

Customer Portal Layout

This is the general layout of your customer portal.

  1. Business Logo
  2. Customer Details
  3. Customer Balance
  4. Outstanding Approvals
  5. Active Quotes
  6. Active Sales Orders

Order Details

Your customer can click on the Sales Order to view all information related.

  1. Customer Primary Actions
  2. Sales Order Details
  3. Job Details
  4. Outstanding Approvals
  5. Shipment List
  6. Payment Records
  7. Customer Notes

Shipment Tracking

When you navigate to Shipments, you can track all your UPS Ground shipments with the tracking number.

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