Graid Order Management Portal: Customer Guide

Date:11/15/25

This guide explains how OEM customers can access the Graid Order Management Portal and place orders online.

Portal URL: https://graidgomportal.zohocreatorportal.com/

User Guide for Graid Order Management

Open the portal in a modern browser (Chrome, Edge, or Firefox).
Enter the company email registered for your portal access, then follow the sign-in steps.
First time here or locked out? Use Forgot Password? or ask your company’s Graid representative to invite you.

Portal sign-in page showing the email field and Next button

On your first login, you need to authorize this connection so the portal can load items, price lists, and addresses.

Steps

In the left navigation, select App Preferences.
The Manage Integrations panel opens.
In the Zoho Inventory Connector card, click Authorize.
When prompted:
- Sign in with the Zoho account that manages your company’s Inventory organization.
- If you belong to multiple organizations, choose the correct one.
- Approve the requested permissions.

Successful authorization

The connector card shows a green Connected badge.
Close the panel and proceed to Orders > Create Order.

Tips

If you do not see App Preferences or the Authorize button, your account may not have permission or the connection is already set up. Contact your Graid representative.
If nothing happens after clicking Authorize, allow pop-ups for graidgomportal.zohocreatorportal.com and try again.

Order management

Create a new order

Go to Orders → Create Order.
Complete the required fields (marked with *):
- Customer PO #
- Upload Customer PO (attach your purchase order file)
- Delivery Method (select a listed option; choose Other to specify a carrier/service)
- Shipping Address: choose from your saved addresses. If you do not have one yet, see Add a shipping address to create one.
Optional:
- Requested Delivery Date (enter a preferred delivery date if needed)

Tips

If the order is for electronic delivery (for example, license keys only), select Do Not Ship as the delivery method.

Create Order form with required fields highlighted

Add items

In the Item Table:
- Choose the Item from the dropdown.
- Enter Quantity.
- Rate and Amount fill automatically based on your contracted pricing.
- Select + Add New to add more lines or remove a line with the row delete control.

Notes

Some items use an order multiple. If the quantity you enter does not match that multiple, the system will round it up to the next valid multiple.
Change the price list only after you have requested and received confirmation from your Graid representative.

Order item table with product selected, quantity entered, and totals calculated

Submit or save your order

Select Submit to send the order to Graid for processing.
Select Save as Draft to finish later. Drafts are not processed until submitted.
After submission, the portal confirms with an Order Number.

Submit and Save as Draft buttons and confirmation banner

Track your orders

Go to Orders → All Orders.
Select a row to view details such as:
- Order Number
- Order Stage (for example: Submitted, Approved, Rejected, Confirmed, In Fulfillment)
- Customer PO #
- Uploaded Customer PO
- PO Date, Delivery Method, Shipping Address
- Item Table with quantities and amounts

Tips

Use the column filters to find specific orders quickly.

All Orders view with Order Stage and key fields

Manage shipping addresses

Add a shipping address

Go to Shipping Addresses → Shipping Address.
Fill in:
- Address* (full address)
- Attention and Phone (optional)
Select Submit.

Shipping Address form with Attention, Phone, and Address fields

Review existing addresses

Go to Shipping Addresses → All Shipping Addresses to see the list on your account.
Each entry shows Attention, Phone, and Address.
These addresses appear in the Shipping Address picker when you create an order.

Default address

The first address created becomes the default. Contact your Graid representative if you need to change the default selection.

All Shipping Addresses list with columns for Attention, Phone, and Address

If you run into sign-in issues, cannot find your shipping address, or need to update an order after submission, contact your company’s Graid representative. Include your Order Number and Customer PO # when available.