--- title: "Commissary Customer Portal" slug: "commissary-customer-portal" description: "3rd-party customers place commissary orders via the Customer Portal; orders appear in Mass Fulfillment alongside internal ordering location orders." updated: 2025-07-15T17:59:58Z published: 2025-07-15T17:59:58Z canonical: "docs.restaurant365.com/commissary-customer-portal" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Commissary Customer Portal Utilizing the **Commissary** feature in Restaurant365 enables external customers to create **commissary orders** from within the Commissary Customer Portal. This portal functionality is part of the Commissary feature and is included in the cost of the Commissary feature. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-48ZUM8FN.png) Contact your CSM or [R365 Support](https://help.restaurant365.net/en/support/tickets/new) to learn how the Commissary module can enhance your R365 experience! --- ## **Commissary Customer Portal Setup** To enable the use of the commissary customer portal, **customer records** must be created for **each** customer that will be accessing the system and creating commissary orders. Each customer record will also need to have portal access granted to them on the customer record. To create a new customer record, please follow the steps outlined in the [**customer record**](/doc/docs/customer-record) training article. Make sure to include all relevant customer-specific information on the **General** tab of the customer record as these details will be utilized when creating AR invoices for the customer going forward. ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/commissary-customer-portal-image-i6x0wssp.png) --- ## **Enable Customer Access** To enable **portal access**, on the [**customer record**](/doc/docs/customer-record) navigate to the **Customer Additional Info** tab. Check the 'Commissary Customer' checkbox and the 'Commissary Info' tab will become visible. ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/commissary-customer-portal-image-xc07b386.png) Navigate to the **Commissary Info** tab and select the designated Commissary Location for this Customer. All orders made by this customer will originate from the commissary location that is selected in this field. > If a commissary location has **not** previously been created, it is recommended that a [new Location record](/doc/docs/legal-entities-location-record) be created to represent the commissary. If each location will act as a commissary to **external** customers, the representing location can be selected as the commissary for this customer. Check the **Portal Access** checkbox and provide the email address that the customer will use to login to the customer portal as well as receive **commissary order** notifications. Prior to clicking the **Reset Password** button, **Save** the Customer record, then click the **Reset Password** button. **![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/commissary-customer-portal-image-6yt4eqdt.png)** Commissary customers will then receive an **invitation email** with their username (email) and temporary password. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/commissary-customer-portal-image-y9n825jj.png) The user will be prompted to change their password upon first login. ![A screenshot of a login screen Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/commissary-customer-portal-image-fag7jert.png) --- ## **Adding a Customer as an Ordering Location** Before a **commissary customer** can create a commissary order, the customer **must** be added as a commissary [**ordering location**](/doc/docs/new-commissary-ordering-location-form). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NKJNYUXT.png) --- ## **Customer Portal** Upon first login, the commissary customer will not have any commissary orders. Limited actions will be available on the **customer portal.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-E9NFTYFE.png) | | **Field** | **Description** | | --- | --- | --- | | 1 | Commissary AR Invoices | Lists all [Commissary AR Invoices](/doc/docs/commissary-ar-invoices). Users will be able to open records to view/change them as needed. | | 2 | Commissary Orders | This page lists all [Commissary Orders](/doc/docs/commissary-commissary-orders). Here, users will be able to open records to view/change them as needed as well as create new commissary orders. | | 3 | Fulfilled Transactions | This page lists all [Fulfilled Transactions](/doc/docs/fulfilled-transactions). Here, users will be able to open records to view/change them as needed. | | 4 | Create | Click to create a new commissary order. > Users will **not** be able to create commissary orders until the customer has been added as an [**ordering location**](/doc/docs/new-commissary-ordering-location-form). If the customer has not yet been added as an ordering location, the commissary customer will receive the following notice: ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/commissary-customer-portal-image-7j3kspoo.png) | --- ## **Create a Commissary Order** To create a Commissary Order, Click the **+Create** button on the [Commissary Orders page.](/doc/docs/commisary-orders-page) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IRMSM4W5.png) This action will open the **Commissary Order Form** where the customer will be able to set the order date and the quantities of available commissary items. > The **Location**, **Delivery Day**, and **Customer** fields will all be locked for Commissary Customers as these values are set on the customer's [**Ordering Location**](/doc/docs/new-commissary-ordering-location-form) record. ![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/commissary-customer-portal-image-yq5d3cgz.png) --- ## **Submit a Commissary Order** After the customer selects the desired order date and updates the quantities for the order, they have the option of saving, submitting, or canceling the order via the **Save** menu in the top ribbon. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/commissary-customer-portal-image-gikgl0jn.png) - **Save** - This will save the order without submitting. - **Save and Close** - This will save the order without submitting and closes the order form window. - **Submit and Close** - This submits the commissary order to the commissary location. Submitted orders can only be changed if they have not been locked by the commissary. Once a submitted order has been locked, it cannot be changed. - **Cancel Order** - This will notify the commissary that the order has been canceled by the customer.