First-Time Account Setup

After your first successful login, you’ll need to complete your account setup to get the most out of the MHS Partner Portal.

Account Information Review

When you first log in, verify and update your account information:

Company Information

  • Company name

  • Business address

  • Phone number

  • Primary contact person

Account Settings

  • Email preferences

  • Notification settings

  • Default delivery address

Updating Your Profile

To update your profile information:

  1. Click on your name in the top-right corner

  2. Select “Account Settings” from the dropdown menu

  3. Review and update your information:

    • Full name

    • Job title

    • Phone number

    • Email address (if needed)

  4. Click “Save Changes” when complete

Setting Up Delivery Addresses

Configure your delivery addresses for faster checkout:

  1. Navigate to Account Settings

  2. Click “Delivery Addresses”

  3. Add your primary delivery address:

    • Address name (e.g., “Main Workshop”)

    • Street address

    • City, state, postal code

    • Special delivery instructions

  4. Add additional addresses if needed

  5. Set a default address for quick ordering

Tip

You can add multiple delivery addresses and choose which one to use during checkout.

Notification Preferences

Configure how you want to receive updates:

Email Notifications

  • Order confirmations

  • Shipping notifications

  • Account updates

  • Promotional emails

System Notifications

  • In-portal notifications

  • Stock alerts

  • Order status changes

To update notification preferences:

  1. Go to Account Settings

  2. Click “Notifications”

  3. Toggle on/off the notifications you want

  4. Save your preferences

Understanding Your Account Type

Your account may have different permissions based on your business relationship with MHS:

Standard Account

  • Basic ordering capabilities

  • Standard pricing

  • Order tracking

Premium Account

  • Extended product access

  • Special pricing

  • Advanced features

Credit Account

  • Credit limit information

  • Terms and conditions

  • Payment history

Note

If you need to upgrade your account type or have questions about your permissions, contact MHS customer service.

Setting Up Custom Part Numbers

If your company uses internal part numbers, you can map them to MHS part numbers:

  1. Navigate to “Part Number Management”

  2. Click “Add Custom Mapping”

  3. Enter your internal part number

  4. Enter the corresponding MHS part number

  5. Add a description (optional)

  6. Save the mapping

This allows you to search using your own part numbers, which will automatically convert to MHS part numbers.

Initial Security Setup

Enhance your account security:

Password Security

  • Change from temporary password

  • Use a strong, unique password

  • Consider using a password manager

Session Management

  • Set up automatic logout preferences

  • Understand session timeout settings

Access Control

  • Review who has access to your account

  • Set up additional users if needed

Testing Your Setup

Before placing your first order, test your setup:

  1. Search for a part you commonly order

  2. Add it to your cart

  3. Go through checkout (but don’t complete the order)

  4. Verify your delivery address is correct

  5. Check your notification preferences are working

Warning

Don’t complete a test order unless you actually want to purchase the items!

Getting Help

If you need assistance during setup:

  • Built-in Help: Look for help icons throughout the portal

  • Documentation: Refer to this user guide

  • Customer Service: Contact MHS for personal assistance

Common Setup Issues

Can’t update company information:

Your account may have restrictions. Contact MHS customer service.

Email notifications not working:

Check your spam folder and email settings.

Custom part numbers not saving:

Ensure you have the correct MHS part numbers and sufficient permissions.

Delivery address validation errors:

Check that all required fields are complete and addresses are valid.

Next Steps

Once your account is set up:

  1. Dashboard Overview - Learn about your dashboard

  2. Basic Search - Start searching for parts

  3. Adding Items to Cart - Learn how to add items to your cart

  4. Favorites Management - Set up your favorite parts