Basic Portal training module for new users

In this article, you will be introduced to essential information about the Front Systems Portal.

More functions will be demonstrated in the Advanced version of this article.

We recommend watching the videos in full-screen mode. 

We also recommend that you complete this training module in the order listed below.

1. Logging in to the Front Systems Portal

2. Functions in Portal

3. Essential functions to get started

4. Front Systems support site

1. Logging in to the Front Systems Portal

To log in to https://portal.frontsystems.no/ you will need a username and a password. The username is always an e-mail address. Your company admin shall have access to Portal and can send you an invitation. When the invitation is sent to your agreed e-mail address, you can log in to your e-mail and click on the invitation link to complete your user profile. Here you will be asked to register a password.

Once you have completed your customer profile you are ready to log in to Portal.

2. Functions in Portal

The menu and landing page

When you log in to Portal you will be directed to a landing page. The landing page shows a dashboard with information about revenue and other KPIs. You will also find a variety of functions, like the store picker, a menu with sub-sections, and an information widget. Watch this video to get a quick overview of the different functions. 

The information widget

In the bottom right corner of the screen, you will find a Help icon. This is an 'information widget and can come in hand if you have any questions regarding specific functions in Portal.

If you click on the Help icon a pop-up window will appear. In this pop-up window, you will find relevant links to articles explaining different functions in Portal. The links that appear are related to which function you have clicked on in The Portal. E.g. if you are in the customer section in Portal, only links related to customers will show. 

3. Essential functions to get started

We have listed the most essential functions you need to know about when starting to use the Front Systems portal. Other functions that are not featured in this article will be featured in the Advanced version of the Portal training module. 

Profile settings

When you access your profile information you will see three different tabs.

1. About
2. Preferences
3. Security

In the About tab, you can change your personal information, like your cellphone number, e-mail/username, ad a profile picture, and more.

In the Preferences tab, you can choose which language you wish to see in Portal. You can also set a default printer for your user. If you have not selected a default printer on your profile you will not be able to print price labels.

In the Security tab, you can change your log-in password.

Create users and send invitations

Users is a function under the admin menu where you create user-profiles and send out invitations so that your employees can access Portal, the POS, and FrontZapp.

It is only users with a Company Admin role that can register the employees and invite them to use the system.

Watch the video below for an example of how a user is created

More detailed information about users will be presented in the advanced version of the Portal training module.

Register a customer as an employee

The process of registering a customer is mainly done in the POS or through a loyalty solution. You can also add customer profiles directly through the Customers section in Portal. In the Customers section, you can edit their profile information and profile settings.

Some of your customers might be employees, and maybe your employees get a standard discount when purchasing products from your company? Watch this video below to see how you edit a customer profile, set a standards discount rate, and how to enable the customer as an employee.

Company, store, stock, POS, and tax settings

In Portal, you can edit registered information about your company,  

Select Admin and then Settings in the Portal menu.

Under the Settings section, you will find these tabs:

1. Company settings

Here you will find certain settings that when changed, will affect the whole company, e.g. which language should be the default company language and more.

2. Store details

Here you can edit information about your store, e.g. contact information and more. Some of the information contained within store details will appear at the top of receipts, reports, SMS senders, and system names. This information should be maintained if there are changes to the store's company information.

3. Stock settings

Under stock settings you have different stock settings you can enable or disable

4. POS settings

Under POS settings you will find all the POS profiles that are registered in your store. Here you can edit receipt texts on:

• Receipts
• Vouchers
• Gift cards
• Discouted sales
• Retun notes

By default, the footer on all receipts is "  Thanks for the trade and welcome back!  ".

To edit the text select Change receipt text

You can also enable settings like SMS receipts, adding seednumber and department number for accounting purposes, and you can upload a logo that will show on all your receipts.

5. Tax settings

Here you can edit tax settings. These settings are only relevant for companies that have stores in different countries and tax regions.

Receive planned deliveries & print price labels

In the Flow of goods section, you will find several functions. Deliveries are one of the functions that are frequently used. Often, Portal is integrated/connected to the company's ERP system. When orders have been registered in the ERP system, the orders will be synced with Front Systems and will be accessible as deliveries. When the amount of goods received is registered you can Print out price labels from the Deliveries page. 

Archive deliveries

When you are finished with a delivery, you should archive it to separate the deliveries that are still pending from the ones that are completed/received.

Sales budget

You have the opportunity to set a sales budget for each store. You can set a budget for one day at a time, or choose to set a budget for the entire month at a time. Select Admin in the portal menu and then select Budget to do so. Watch the video below to see an example of how this is done.

4. Front Systems support site

We have good help articles that describe the different functions in Portal. For information on functions that have not been reviewed in this tutorial, or in the advanced version of this article, we recommend that you visit our support site to search for information. This page contains information about all our product areas.

On the support site you will find the following categories

• Portal (Backoffice)
• The Front Systems POS
• FrontZapp (Logistics app)
• Front Academy (Training modules)
• General (General information)

Click here to visit our support page.