V1
Analytics
Last Updated: February 10, 2026
Configuration
Last Updated: March 25, 2026
Business rules
Last Updated: February 10, 2026
Messages
Last Updated: March 25, 2026
Orders
Last Updated: February 10, 2026
Release Notes
Last Updated: April 9, 2026
Orders Page
Last Updated: February 10, 2026You can view the orders according to their status in the Orders Page. To navigate through the page, follow these steps: The different order statuses you will see in the Orders page are as follows: Archived Pending Needs Attention Modifying the order: You will not be able to modify an order if it is currently...
User Roles & Permissions
Last Updated: March 13, 2026When the Portalink™AnyOrder App is installed for the first time, the administrator will need to go through several steps to grant access to existing users to the App in both the Users and permissions page within the Shopify admin and in the Admin page of the Portalink™AnyOrder App. Granting access to the Portalink™AnyOrder app via...
Email Forwarding
Last Updated: February 10, 2026Once you’ve installed the application, you’ll need to create the email forwarding rules in your email system. By creating the email forwarding rules, you are enabling the automated process of forwarding your customer’s orders into the Portalink™AnyOrder App Finding the recipient email address: Before creating the forwarding rules, you’ll need to locate the unique recipient...
Email Mapping
Last Updated: February 10, 2026Linking an email address/domain to a company account: When an order is initially sent through the Inbox page, you must choose the correct identifier, and link it to the correct company account. To link an email address or domain to a company account, perform the following: To delete an existing mapping through the Inbox page,...
Email Blacklisting
Last Updated: February 10, 2026The Portalink™AnyOrder App identifies the customer or company account using the email address that is contained within the email message received from that customer or company. When you set up the email-forwarding rules, the sender address will typically show as your forwarding inbox rather than the original sender. The actual customer email address will be...
Business Rules
Last Updated: February 10, 2026Create and manage business rules to automatically create and validate orders.
Validate Fields
Last Updated: February 10, 2026The Portalink™AnyOrder app’s Business Rules system provides automated validation for orders received through email. When customer purchase orders arrive as email attachments, the system automatically extracts order data and validates it against configurable business rules before creating draft orders in Shopify. “Validate Order Data Field Values” Business Rule The system validates that the extracted Order Data includes all required fields, has the correct format,...
Product Code
Last Updated: January 16, 2026The Code field refers to the specific product or service code for the line item. The user can input the minimum and maximum length, which is the number of all characters in a string. To change the variation of the fields – such as Mandatory, Enabled, and Ignorable – perform the following steps: The different variations are as...
Product Price
Last Updated: January 12, 2026The Price field refers to the The price of the product or service for a single unit. The user can input the minimum and maximum length, which is the number of all characters in a string. The user can also input the minimum and maximum value for the field. To change the variation of the fields – such...
Order Number
Last Updated: February 10, 2026The Order Number field is the identifier provided to a specific order by the buyer. By default, this field is set to Mandatory. The user can input the minimum and maximum length which is the number of all characters – including the decimal point and the decimal places. To change the variation of the fields – such...
Sold To Account Code
Last Updated: January 16, 2026The Sold to Account Code field refers to the code or ID of the customer/account that placed the order. The user can input the minimum and maximum length, which is the number of all characters in a string. The system identifies the customer account for the order using the sender’s email ID. It then verifies whether the identified customer account is active by referencing...
Deliver To
Last Updated: January 16, 2026The Deliver To field refers to the name of the account to whom the order is delivered. By default, this field is set to Mandatory. The user can input the minimum and maximum length which is the number of all characters in a string. To change the variation of the fields – such as Mandatory, Enabled, and Ignorable...
Mapping Tool
Last Updated: February 10, 2026The Portalink™AnyOrder App mapping tool allows users to create a mapping for companies for future order attachments. When an order is initially sent to the portal, the user will be prompted to link the order to the correct identifier and company. If it has an order attachment that has not been used in previous orders,...
Overview
Last Updated: February 10, 2026For more information on how to process an order from receipt to export, please refer to the Order Processing document.
Navigating the Inbox Page
Last Updated: March 25, 2026The Inbox in the Portalink™AnyOrder App is where all Messages, including Orders, can be viewed. In this page are 3 main tabs: To change the number of rows displayed in the page, choose from the dropdown list. To navigate through the pages, use the arrow buttons. The different order statuses you will see in the...
Order Processing
Last Updated: February 10, 2026Typically, the customer’s ERP or procurement system are configured to send orders to the merchant’s inbox where there are forwarding rules to enable the automated order processing. For more information on this, please check out the Email Forwarding Rules document. To process an order, perform the following steps: For more information on this, refer to...
Admin Page
Last Updated: January 15, 2026In the Portalink AnyOrder app in Shopify, users with the Admin role can access and navigate through the Admin Page. Getting Started: the Admin can learn how to set up and configure the app integration Article: Installing the App User Permissions: the Admin can configure access controls and permissions for the team members Article: User Roles & Permissions Configure Emails: the Admin can forward emails to the Portalink system to...
Installing the App
Last Updated: March 25, 2026The Portalink™AnyOrder App is now available in the Shopify App Store. To get it, perform the following steps:
Release Notes – Shopify
Last Updated: April 9, 2026Updated April 9, 2026 April 2026 8 April ✦ Features ✦ Bug Fixes March 2026 27 March ✦ Bug Fixes 24 March ✦ Features ✦ Bug Fixes 02 March ✦ Bug Fixes February 2026 24 February ✦ Features 16 February ✦ Features ✦ Bug Fixes January 2026 06 January ✦ Bug Fixes