Help Menu | Purchase Order System

Every system has a Help menu. From here you can access training material, the client portal and the About section.

The Help section contains training material and access to the support portal.

Training Material

Training material is available within the system to refresh users on how to carry out various tasks. This material consists of the recording of the system handover meeting.

To access this, simply select from the Help menu.

Training material assists new users in using the system.

This takes you to a new window containing any training videos or documents.

Training documents and videos will be displayed in this section.

Simply click on the relevant item to view.

Client Portal

The client portal is provided to 2 users per system and is where you can raise support tickets with Cloud B2B. You can also view your Cloud B2B account information from this portal.

To access the portal, simply select from the Help menu.

Nominated users of the client portal can raise support tickets for assistance.

This will open a new tab within your browser from which you can log-in to the portal.

Nominated users can log in to the support portal to raise tickets or view billing details.

About

The About section contains system information such as License Counts, Storage Sizes and Cron Runs.

To access the About section, select from the Help menu.

The about section contains general information about your purchase order system.

This will take you to the About window.

General system information is displayed in this section for reference.

From here you can view your License and System information.