Your SUNPAN trade account, simplified.
Our all-new Customer Portal is a one-stop hub that provides trade customers with greater visibility into your SUNPAN trade account. You can view orders, invoices, credit notes, and track shipments from a centralized platform.
This post provides an overview of the customer portal and how you can access your trade account online.
The portal is an extension of our trade website and is only available to registered trade users. If you have an approved trade account, the portal gives you access to:
Order details and status
Shipment tracking
Invoices and credit notes (for select users with appropriate permissions)
Purchasing analytics
Account overview including all users from your company
We recommend accessing the Customer Portal from a desktop for an optimal experience.
Why We Built the Customer Portal
We realize that for our designers, retailers, and other trade professionals, time is everything. Managing projects and staying on top of orders should be straightforward, not a never-ending series of emails, spreadsheets, and phone calls.
The Customer Portal is created to make your interactions with SUNPAN a breeze, so you can:
Stay organized: Find the details you need about orders and shipments with everything in one place.
Information at your fingertips: Access account information whenever it suits you, whether you’re preparing for a project review meeting, finalizing a purchase order, and paying an invoice.
Effortless Navigation: Invoices and credit notes (available to Main Admins and Additional Main Admins ) are linked directly to related orders for easier reference.
See the big picture: A 12-month overview of purchasing data helps you track spending and spot trends.
Align staff roles with portal access: Role-based access ensures that every person in your company sees the information relevant to their role, while sensitive details remain visible only to the Main Admin and Additional Main Admins. Learn more here.
How to Access the Customer Portal
Accessing the Customer Portal is simple and starts from the SUNPAN trade website. Log in to your trade account, then select “Portal” in the top right corner to enter the Customer Portal.
The Portal option will appear only for users who have been assigned Customer Portal access based on their user permission level.
Kindly note that the customer portal is being rolled out in phases. So some users may continue to see the standard account page instead. This simply means your organization is not yet set to have portal access. We are working hard on it, and your sales representative will be in touch once your account is ready.
User Permissions
The Customer Portal utilizes user permissions to determine who can access the portal (versus just the website), and what information is visible within the portal. Access and permissions of each user can be easily customized to ensure every team member has the right privileges to your trade account that best supports their responsibilities.
If you would like to learn more about how user permissions work and what each role can access, read the guide here.
A Look Under the Hood
The Customer Portal is designed to consolidate your account information into one organized, easy-to-navigate space.
Once logged in, you’ll land on the dashboard, which provides a high-level overview of your account activity over the past 12 months. This includes units purchased, overall spend, and open orders, giving you a quick snapshot of your account.
Further down, you can also view the quantities purchased for each category. Selecting “View Products” allows you to see the items from that category alongside respective quantities. You can also track open and shipped orders for any given month, making it easier to follow progress and identify patterns over time.
The Orders page houses all your online and offline orders in one place. Use the search and filter tools to quickly locate specific orders. You can view carrier details and track shipments, as well as download order confirmations for your records.
Users with Main Admin or Additional Main Admin permissions can view invoices and credit notes from the past 24 months under Invoices in the navigation menu. This section is not visible to users with Admin permissions.
On the Account page, you can view your personal user details, company information, billing address, and key SUNPAN contacts. Main Admins and Additional Main Admins can also view the payment terms listed here. You can also view a list of all users from your company who have access to the trade website and the customer portal on the Contacts page.
If you ever need to update company or user information, your SUNPAN sales representative will be happy to assist.
What's Next
The Customer Portal is the first step towards creating a more seamless experience for our trade customers. We will continue to enhance the platform to better align with your workflow, streamline processes, and reduce the need for manual follow-ups.
As always, we’d love to hear your perspective and invite you to contact your sales representative with any feedback.