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1. Introduction

This section introduces the CSG Customer Portal, its intended users, supported access environment, and the scope of the customer user manual.

1.1 Purpose

This document provides step-by-step instructions for customers using the CSG Customer Portal.

The manual explains how to access the portal, navigate the dashboard, manage users, manage products, create inbound and outbound orders, check inventory, view return orders, and download reports.

It is designed to help customers complete daily 3PL operations accurately and efficiently through the CSG system.

Purpose screen in the CSG Customer Portal

Figure 1. Purpose screen from the CSG ERP User Manual.

1.2 Target Users

This manual is intended for CSG customers who use the portal to manage their 3PL operations.

Typical users include:

Online store owners

E-commerce operation staff

Customer service staff

Inventory or stock management staff

Order fulfilment coordinators

Company administrators who manage user accounts and access permissions

1.3 System Requirements

Item Requirement
Browser Any modern web browser
Internet Stable internet connection
Device Desktop, laptop, tablet or mobile device

Source

CSG ERP User Manual, section 1, "Introduction".