> For the complete documentation index, see [llms.txt](https://orbit-b2b.gitbook.io/orbit-b2b-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://orbit-b2b.gitbook.io/orbit-b2b-docs/b2b-customer-portal/overview.md).

# Overview

The **B2B Customer Portal** is a self-service surface for your wholesale buyers, living at `/apps/orbit-boost-wholesale/portal`. It wraps four sections in a single sidebar shell so a logged-in B2B customer can manage everything in one place — without you needing Shopify Plus or New Customer Accounts UI extensions.

```
/apps/orbit-boost-wholesale/portal
├── My Orders      → recent orders + one-click reorder
├── My Quotes      → their RFQ quote list
├── Profile        → phone + default address (editable)
└── Invoices       → accepted quotes, Download PDF / Pay
```

## The sidebar shell

Every section renders inside the same shell with a left sidebar (My Orders · My Quotes · Profile · Invoices) and the active item highlighted. On mobile the sidebar collapses to a row of horizontal tabs.

The whole portal is **server-rendered** through the Shopify App Proxy (`Content-Type: application/liquid`), so it inherits your theme's header/footer and works on every Shopify plan and both the legacy and New Customer Accounts experiences.

## The four sections

| Section       | URL                         | What the buyer does                                                                                                                                                    |
| ------------- | --------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **My Orders** | `/portal`, `/portal/orders` | Browse recent orders, filter to B2B-only, and one-click reorder selected items into the cart. The `/portal/reorder?order=<id>` preview shows live B2B + volume pricing |
| **My Quotes** | `/portal/quotes`            | See their quote requests and open each one. This is the canonical "all quotes" entry                                                                                   |
| **Profile**   | `/portal/profile`           | View name / email / company / pricing tier; edit phone (flag country-code picker) and default address (Country + Province selects)                                     |
| **Invoices**  | `/portal/invoices`          | Accepted quotes with **Download PDF** (Net / Prepay) or **Pay / View** (Due on receipt)                                                                                |

## Who can access it

Access is gated by three checks, evaluated in order:

1. **Logged in** — not logged in → "please log in" page
2. **Plan** — the portal is an Advanced-plan feature; lower plans see a gated message
3. **B2B eligibility** — the customer must belong to **any** Customer Group. Not in a group → "not eligible" page

Eligibility flows from Customer Group membership — there's no separate tag list to maintain. See [Customer Groups](/orbit-b2b-docs/customer-groups/overview.md).

## Where to promote it

The portal lives at an App Proxy URL, so link to it from anywhere your buyers look:

* A **storefront navigation** menu item ("My Account" / "Reorder")
* A custom link in the **customer account** dashboard
* Your transactional **email footers**

Reorder reminder emails sent by the app already deep-link straight to the relevant order's preview, so customers go right from inbox to reorder.

## Next

* [My Orders & one-click reorder](/orbit-b2b-docs/b2b-customer-portal/overview-1.md)
* [My Quotes](/orbit-b2b-docs/b2b-customer-portal/my-quotes.md)
* [Profile (phone & address)](/orbit-b2b-docs/b2b-customer-portal/profile.md)
* [Invoices](/orbit-b2b-docs/b2b-customer-portal/invoices.md)
* [Reorder reminder schedule](/orbit-b2b-docs/b2b-customer-portal/schedule.md)
* [Portal design customization](/orbit-b2b-docs/b2b-customer-portal/design.md)


---

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