Dealer Portal features: optional sections, delivery date emails, stock display and lead times
Switch the portal’s optional sections on or off for every dealer, choose who is emailed when a due date moves, how much stock detail dealers see, and "Order now" lead times for out-of-stock categories.
Where it is
Settings for this
- Setup → Features → Portal sections — Resources, Data, CSV, back-in-stock, price notices, returns, Support
- Setup → Features → AI Quote Assistant — The AI Quote tab, its cost and daily limit
- Setup → Features → Delivery date changes — Who is emailed when a product’s due date moves
- Setup → Features → Stock display — Exact quantities or status only
- Setup → Features → Order now when out of stock — Lead time per category
Open Setup → Features and press Save after changes (the lead-time rows save as you leave each box).
Portal sections
Off hides the section from every dealer's menu.
| Section | To start with | What it does |
|---|---|---|
| Resources | Off | Your library of videos, PDFs, links and articles. See Resources and notices |
| Data (API & feeds) | Off | API keys and feed URLs, and Connect my BuildTrack Pro. Also tick Data access on each dealer |
| CSV price list download | On | A Download CSV button on the Products page, at the dealer's own price |
| Back-in-stock alerts | On | "Tell me when it's back in stock" on out-of-stock and on-order products. Checked hourly |
| Price-change notices | On | Your notices on their dashboard |
| Returns & warranty | On | Return and warranty requests against their invoices, with photos |
| Support | Off | A Support tab whose requests become tickets. Also switch the form on: The Support tab |
The AI Quote Assistant card is here too: see AI Quote Assistant.
Delivery date changes
When a product's expected date changes:
- Who is told: Dealers with a back-in-stock alert and/or Dealers with it on order.
- Which changes send an email: Date moves later (or goes back to "to be confirmed"), Date moves earlier, A date is set where there was none.
- Only when it moves by at least N days: smaller moves add up until they reach it.
Stock display
Exact quantities ("14 available", best when dealers sync stock to their own website) or Status only (In stock, Low stock, On order or Out of stock, with the next due date). It applies to the portal, CSV, API and feeds.
Order now when out of stock
For merchandise or anything you make or bring in to order: a lead time in days per category. When a product in it has nothing available and nothing on a purchase order, dealers see Order now with the lead time instead of Out of stock. A blank sub-category uses its parent's; a product's own lead time (Edit product → Stock) beats both. Categories come from Inventory → Categories.
If something's not right
- Data page missing for a dealer: turn on Data (API & feeds) here and Data access on the dealer.
- Support tab missing: Support must be on here and Support form on ticked on Setup → Support form.
- No due-date emails: both "who is told" boxes are off, or the move is smaller than your minimum days.