SAMTIA B2B Platform — Client User Guide¶
Welcome. This guide explains how to use the SAMTIA B2B Client Portal day to day. It is written for business users — no technical knowledge is needed.
Who this guide is for: Client Users · Company Administrators at customer companies using the SAMTIA Client Portal.
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 at your company can do what |
| 003 | Navigation | Learn the website layout |
| 004 | Browsing and Wishlists | Find products and build a wishlist |
| 005 | Orders | Submit RFQs, accept quotations, track orders |
| 006 | Company Management | Manage your colleagues' access and tags |
| 007 | Messages and Notifications | Chat with your Account Manager and follow alerts |
| 008 | The Order Lifecycle | Understand every status and what happens next |
| 009 | Common Business Scenarios | Follow step-by-step recipes for daily tasks |
| 010 | Glossary | Look up a term |
Suggested reading order¶
New user → 001 → 003 → 004 → 005 → 007
New Company Administrator → 001 → 002 → 006 → 005 → 009
How the business works, in one picture¶
flowchart LR
A["You browse<br/>the catalogue"] --> B["Add products<br/>to a wishlist"]
B --> C["Submit it as<br/>a Request for Quotation"]
C --> D["Your Account Manager<br/>prices it"]
D --> E["Quotation sent<br/>to you"]
E --> F["You upload<br/>your Purchase Order"]
F --> G["Your Account Manager<br/>confirms the order"]
G --> H["Order delivered"]The key thing to understand: you do not check out and pay at a published price. You ask for a price, your Account Manager quotes it, and only then does the order become real. Every screen in the portal 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 the Client Portal — the website you use to browse, order and manage your company's access. It covers only what you can actually see and use as a customer. It does not describe SAMTIA's own internal systems.