WebAlliance Portal My Account Tools

The Account Tools section is where your customers will find links to many useful pages within your WebAlliance Portal. Below is a brief overview of all these tools.

The first link in the list above is a fantastic example of a company adding a custom link to their Account Tools. To learn how to add Custom Links to your customers' Account Tools, click here.


Current Statement

This option will allow your customers to view the current standing of their account. 

Open Backorders

This tool allows your customers to view any orders that are currently in backorder status. From there, they can use the tool to request an ETA on their shipment. To learn more, click here.

This tool allows your customers to view what items their company has purchased, using data from your ERP. To learn more, click here.

View Quotes

This tool allows your customers to view information regarding all the quotes their company, both recent and closed.

Track Order

This tool allows your customers to view the details and tracking information of recent orders. To learn more, click here.

Change Password

This tool allows your users to initiate a password change. This can be useful if there are security concerns regarding their account.

Invoices and Shipments

This is a powerful tool which allows your customers to search for invoices and orders using a multitude of information. To learn more about this tool, click here.

Privacy Settings

This link takes your customers to a page which allows them to unsubscribe from any marketing emails associated with your WebAlliance Portal.

Quote Request

This link is associated with the Quote Cart Optional Module. For more information regarding that module, click here.

View Orders

This tool takes your customer to the Order List tool, which provides them with an overhead view of all the orders associated with their customer code.