Prepare customer access
Set up the customer, visible items, and order fields your workflow needs.
B2B order portal
Use a dedicated order page for repeat buyers who need a clearer way to submit items, quantities, and request notes. Portal orders still land in StackCube for review and approval.
Repeat customersCustomer-specific itemsApproval workflow
How portal orders work
Customer submits an order
The customer chooses items and quantities through the portal instead of sending a free-form message.
Review in StackCube
Submitted orders appear in the same admin queue as email, text, spreadsheet, and PDF orders.
Approve and export
Approved orders can be exported for spreadsheet, ERP entry, or shipping preparation.
What the portal supports
Cleaner repeat orders
Reduce unclear item names by showing customers the ordering options you configure.
Customer-specific context
Portal setup can reflect customer-specific items, prices, and ordering habits.
Same admin process
Portal submissions do not bypass review. They follow the same approval path.
FAQ
Does every customer need to use the portal?
No. You can use the portal for repeat customers while still receiving other orders by email, text, spreadsheet, or PDF.
Can employees place orders on behalf of customers?
Teams can use the portal or admin workflow to support customers who still order by phone or message.
Related integrations
Check the right setup for your order workflow
Start with sample data in the free trial, or book a consultation to review the intake and export path your team needs.