SAMTIA B2B Platform — User Guide¶
Welcome. This guide explains how to use the SAMTIA B2B platform day to day. It is written for business users — no technical knowledge is needed.
Who this guide is for: Account Managers · Sales Representatives · Customer Service · Customer Users · Business Administrators · New Employees.
Which portal do I use?¶
The platform has two websites that look and behave differently. Your account decides which one you see when you sign in — you cannot switch between them.
| You are… | You use | You land on |
|---|---|---|
| A customer buying from SAMTIA | Customer Portal | The Home page |
| A SAMTIA employee serving customers | Account Management Portal | The Dashboard |
Index¶
| # | Document | Read it if you want to… |
|---|---|---|
| 001 | Getting Started | Sign in, reset your password, find your way around |
| 002 | User Roles and Permissions | Understand who can do what |
| 003 | Customer Portal — Navigation | Learn the customer website layout |
| 004 | Customer Portal — Browsing and Draft Requests | Find products and build a draft request |
| 005 | Customer Portal — Sales Orders | Submit RFQs, accept quotations, track orders |
| 006 | Customer Portal — Company Management | Manage your colleagues' access and tags |
| 007 | Account Management Portal — Navigation | Learn the internal portal layout |
| 008 | Account Management Portal — Sales Order Queues | Work the draft request, RFQ, quotation and order lists |
| 009 | Account Management Portal — Working a Sales Order | Price a request and issue a quotation |
| 010 | Account Management Portal — Product Management | Maintain the catalogue |
| 011 | Account Management Portal — Customer Management | Set up and maintain customer companies |
| 012 | Account Management Portal — Pricing | Manage price lists and price rules |
| 013 | Messages and Notifications | Chat with the other side and follow alerts |
| 014 | The Sales Order Lifecycle | Understand every status and who acts next |
| 015 | Common Business Scenarios | Follow step-by-step recipes for daily tasks |
| 016 | Glossary | Look up a term |
Suggested reading order¶
New Customer Portal user → 001 → 003 → 004 → 005 → 013
New Account Manager → 001 → 002 → 007 → 014 → 008 → 009 → 013 → 015
New Business Administrator → 001 → 002 → 011 → 012 → 010 → 015
How the business works, in one picture¶
flowchart LR
A["Customer browses<br/>the catalogue"] --> B["Adds products<br/>to a draft request"]
B --> C["Submits it as<br/>a Request for Quotation"]
C --> D["Account Manager<br/>prices it"]
D --> E["Quotation sent<br/>to the customer"]
E --> F["Customer uploads<br/>their Purchase Order"]
F --> G["Account Manager<br/>confirms the order"]
G --> H["Order delivered"]The key thing to understand: customers do not check out and pay at a published price. They ask for a price, an Account Manager quotes it, and only then does the order become real. Every screen in the platform supports one step of that conversation.
About screenshots¶
Screenshot placeholders appear throughout this guide in the form:
📷 Screenshot Placeholder File:
images/example.pngDescription: what the screenshot should show.
Save captured screenshots into the images/ folder next to this guide, using the file names
given in the placeholders.
A note on what is documented¶
This guide covers only what you can actually see and use in the live application. Features that are hidden, incomplete, or not reachable from any menu are not described. Where a menu item exists but has no content yet, this is stated plainly so you are not left searching for it.