Customer price lists
Present the price list assigned to the customer, with pricing profiles for configured case, out-of-case, and bulk pricing. Product visibility can also follow an assigned product list.
CAPABILITIES / DEALER PORTALS
Your customer’s pricing.
Their terms. Your workflow.
Give business customers a portal that reflects how you do business together: customer price lists, eligible shipping accounts, payment terms, and ordering policies—connected to orders, invoices, and shared documents.
BUILT FOR BUSINESS ACCOUNTS
Carry the customer relationship
into every order.
Your customers have agreed pricing, shipping arrangements, and payment terms. Bring that context into the portal so routine orders don’t require someone to explain the account all over again.
Customer shipping accounts
Let customers select an eligible shipping account for the order when enabled. Account availability is checked for the customer, keeping shipping choices tied to the relationship.
Terms & payment options
Carry the customer’s configured terms onto the order. Available payment methods and prepayment flows follow the account and gateway setup; card or ACH selection can change the order’s terms.
POs & ship-to details
Capture the customer’s PO reference, select shipping addresses, and keep order notes with the work. Give the team the account context needed to process the order.
Freight & order policies
Configure supported order types, free-freight thresholds, drop-ship fees, and shipping estimates through portal policies. Explain the applicable rules as customers build orders.
Account history & access
Connect the buying experience to order history, invoice details and PDFs, and selected shared documents. Configure the sections and actions available to the account.
Available pricing rules, payment options, shipping accounts, and portal sections depend on your implementation and customer configuration. We’ll walk through the account types and exceptions your business needs to support.
ONE CONNECTED EXPERIENCE
Support the work around the order.
Give your dealers a direct starting point for everyday requests, with the account context already connected to your operation.
THE DEALER’S VIEW
One account. The details that make it work.
Explore an illustrated workspace to see how products, order records, documents, and commercial account settings fit together.
Northstar SupplyDealer account
Account-based accessPRODUCT AField kit
Account price · $48.00
PRODUCT BService set
Account price · $72.00
ORDER #1048Submitted
Field kit & service set
Order items2 product lines
AccountNorthstar Supply
Related recordInvoice #2084
Invoice detailsReview the record or open its PDF
SHARED WITH THIS ACCOUNT2 example files
Product reference guidePDF · View or download
Dealer ordering guidePDF · View or download
Example documents, shown to explain portal visibility.
NORTHSTAR / ACCOUNT PROFILEExample configuration
Price listWholesale · case pricing
TermsNet 30
Shipping accountCustomer’s eligible account
PO referenceNS-1048
Ship toMain receiving location
Fictional example. Net 30 and these settings illustrate one configured account, not a default or credit approval.
CATALOG & ORDERING
An ordering experience
that reflects the account.
ORCA connects the customer’s price list and pricing profile to the products they can order. Dealers can select items and quantities, provide a PO reference, choose a ship-to address and eligible shipping account, and follow the configured terms and payment workflow.
- 01
Browse the catalog
Use the products and pricing configured for the account.
- 02
Build the order
Choose items and quantities, then review the order details.
- 03
Submit through the workflow
Follow the available order types and account policies.
DEALER
Select & submit
Products, quantities, and order details.
ORCA
Connected order
The account and its order stay linked.
YOUR TEAM
Process the work
Follow your fulfillment and account policies.
Submitting an order does not mean it has been fulfilled or its payment approved.
ORDERS & INVOICES
Keep account details within reach.
Let dealers review their order history and access invoices, including invoice details and PDFs. Where a supported payment gateway and account setup allow it, invoice payment links can provide the next step.
Payment options depend on gateway support and account configuration. Order submission does not imply immediate fulfillment or payment approval.
SHARED DOCUMENTS
Share the documents
dealers need to find again.
Make selected customer documents visible in the portal so the dealer can view or download them. Document access follows the customer account and portal visibility settings.
CUSTOMER DOCUMENTS
Product guide Active · portal visible
Dealer reference Active · portal visible
Internal account note Not shared in portal
Visibility settingsOnly eligible shared files
DEALER PORTAL
Product guide View / download
Dealer reference View / download
Choose what belongs in the portal.
Customer documents are explicitly marked for portal visibility. Internal files do not need to become part of the dealer experience.
ONE PORTAL · DIFFERENT AGREEMENTS
Recognize the account.
Reflect the relationship.
A dealer buying by the case and a customer paying up front can need different ordering experiences. Configure the pricing, terms, and shipping choices around each account.
ILLUSTRATIVE ACCOUNT A
Wholesale dealer
- Pricing
- Assigned case price list
- Terms
- Net 30
- Shipping
- Eligible customer shipping account
- Order context
- PO reference + receiving address
Order with the account’s commercial details in place.
ILLUSTRATIVE ACCOUNT B
Prepaid customer
- Pricing
- Assigned per-item price list
- Terms
- Card prepayment
- Shipping
- Configured shipping options
- Order context
- Selected products + ship-to address
Follow the payment and ordering choices available to this account.
Example configurations, not fixed packages. Terms, payment methods, shipping accounts, and product access depend on setup. Net 30 is an illustration, not a credit approval.
FROM REQUEST TO NEXT STEP
Give everyday questions
a place to go.
When dealers can find routine information themselves, your team can spend the conversation on the work that needs attention.
01 / PRICING
“What’s our price on this?”
Browse the account’s catalog
See the products and pricing configured for the customer.
02 / INVOICES
“Can you send that invoice?”
Return to the invoice record
Open invoice details and access the PDF through the account.
03 / DOCUMENTS
“Where’s the latest guide?”
Find the files shared with the account
View or download active documents marked for portal visibility.
04 / WARRANTY
“How do I submit a claim?”
Start a warranty request
Where enabled and permitted, submit a claim for review. Submission does not mean approval.
See how these touchpoints fit into a dealer’s day.
Explore dealer self-service ↗COMMON QUESTIONS
Start with your dealer workflow.
Can customers order using their own price lists and terms?
Orders use the customer’s effective price list and configured terms. Pricing profiles support configured case, out-of-case, and bulk price lists. Payment selection can change terms for prepayment flows, so the experience follows your account policies.
Can customers use their own shipping accounts?
Where enabled, customers can select shipping accounts available to their account. ORCA checks eligibility before saving the selection on the order.
Can the portal reflect our freight and ordering rules?
Supported configuration includes allowed order types, free-freight thresholds, drop-ship fees, shipping estimates, and order-policy text. We’ll review how these rules fit your customer groups.
Will every dealer see the same catalog and pricing?
Product visibility and pricing can depend on the customer account and its configured pricing profile.
Can dealers pay invoices through the portal?
Invoice payment links are available where supported by the payment gateway and account configuration. We’ll review your setup before promising a particular payment flow.
Can we choose which documents are shared?
Yes. Customer documents must be active and marked visible in the portal to appear in the document list.
BUILT AROUND YOUR BUSINESS
A portal that follows your customer relationships.
Bring your account rules, pricing arrangements, shipping needs, and customer workflows. We can assess what ORCA already supports and scope custom portal experiences or integrations for the rest.
LET’S WALK THROUGH IT
Bring your dealer ordering process.
Bring examples of your customer price lists, terms, shipping arrangements, and order policies. We’ll walk through how the portal should work for each account type.