Get your portal ready in the first hour

The five things to do after your portal opens, with the menu names. AI is optional; the portal works fully without it.

Open your portal
  1. STEP 1 · ~5 min

    Sign in as admin

    1. Sign in to your customer panel and open your portal from the Portals list.
    2. In Admin login, press Create new password. The password is shown only once; save it right away.
    3. Add /manage to your portal address and sign in with the user name admin and this password.
  2. STEP 2 · ~20 min

    Upload your products

    1. On System → Import / Export, pick the data type from Select data type on the Import tab; its JSON format and a sample file open below.
    2. Upload the files in this order: brands and exchange rates first, then products, then prices and stock.
    3. If your list is in Excel or CSV, give it to your AI assistant together with the sample file and let it convert it.
    4. If you have an ERP, connect it instead of uploading by hand: create a key under System → API Keys. Your ERP sends products, prices, stock, customers and invoices with that key and picks up orders.
    ✦ Let AI do it

    The ERP guide is written for AI agents to read. Give its address to Claude, ChatGPT or the coding assistant you use, and write the transfer code for your ERP together with it.

  3. STEP 3 · ~10 min

    Set dealer prices

    1. Group your dealers under Customers → Groups, for example A, B and C dealers.
    2. Under Customers → Discounts, define a discount for a group or a single dealer, for all brands or a single brand.
    3. Use Price Simulation on the same page to check the net price a dealer will see for a product.
  4. STEP 4 · ~5 min

    Add your first dealer

    1. On Customers, add the dealer with New Customer. Skip this step if your customers come from your ERP.
    2. In the dealer's Users section, create a user with New User and press Generate Password.
    3. Send your portal address, the user name and the password to your dealer. The password is shown only once.
  5. STEP 5 · ~10 min · optional

    Turn on AI

    1. Get an API key from OpenAI or an OpenAI-compatible provider.
    2. In the Artificial Intelligence (AI) Settings section of System → Settings, enter the provider address, the key and the model. The monthly token limit is set here too.
    3. Turn on AI features enabled on the dealer's card; the assistant appears in that dealer's store.
    4. If your dealer will order from their own ChatGPT or Claude, also turn on API and MCP access on the same card. The dealer connects from My Profile → AI connection in the store.
    ✦ Let AI do it

    Send the dealer guide to your dealers. They connect their own AI apps or software to the portal with it.

✦ Let AI do it

Write integrations with AI

All of the portal's API documents are also published in a form AI agents can read directly. For ERP transfers, sending invoices from your accounting software or your own reports, you don't have to write the code alone: give the document's address to your coding assistant and describe what you need.

The same documents are on every portal: your portal address + /api-docs.

You can start your assistant like this

Read this document: https://canlidemo.s1.yedek-parca-b2b.com/api-docs/erp.md Let's write a script that sends the product, price and stock data from our ERP to this portal every night. Our ERP: [ERP name and database]. Before starting, ask me what you need.

Don't paste the API key into the chat; give it to the script as an environment variable.

Projectspare-part-b2b.com
SheetK-01
Scale1:1
LanguageEN
App version0.1.41
Rev.B