Northwind Customer Portal

Confirm delivery Ship this order to

Delivering to

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Note for your rep Optional

Please confirm this is the correct location before we submit the order.

Heads up You returned this before

Previously returned

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This item was on a return on your account. Double-check that this is what you meant to order before adding it to your cart.

Margin Visibility

This is your personal display preference. Customers never receive or see margin percentages.

Show Margin % to me

Stock Display

By default every item shows as "In stock" and can always be ordered (the rep handles backorder / drop-ship). Turn this on to show real availability from qty on hand — items at zero show "Out of stock" but stay orderable.

Apply stock display setting to

Show real stock from qty on hand

This change will apply only to the selected customer.

Order Email CC

Save one email address to CC on every portal order email sent for your customers, including final P21 confirmations and retries.

CC email address

Customer Lists

Create and manage saved item lists for this customer.

List Name

Product Group Margin Overrides

Set margin overrides for a product group when the standard customer pricing needs a rep-specific adjustment.

Group #

Product Group

Margin %

Manufacturer Margin Overrides

Use manufacturer overrides when a brand needs a consistent customer-specific margin.

Manufacturer

Margin %

Office Admins

Admins can approve received invoices and export the approved-to-pay CSV. Everyone else for this customer can only check off received lines.

Admin email

GPO Membership

Live from P21 customer maintenance (customer_ud). Enroll this customer in Vizient, Provista, or NuEdge and store their member numbers; saving writes the changes back to P21.

Open settings to load GPO membership.

Job Contracts

P21 job-contract prices are edited at the UOM on each contract line. If P21 leaves a line UOM blank, the portal falls back to the item's highest UOM. The per-selling-unit equivalent is shown for reference.

Upload job contract pricing from Excel

Create a new uploaded contract or add only new items to an existing uploaded contract. Existing contract items and prices are never replaced by an additions upload. The file needs an Northwind item ID column plus a Price and/or Margin % column (UOM optional).

Upload action

Contract name

Use as the active contract for pricing

Open settings to load job contracts.

Debug / Diagnostics ▸

Custom Item Pricing

Set either a fixed dollar price or a gross margin % for any item. Margin pricing follows the customer's current cost, so the selling price scales when supplier or enrolled GPO costs change. Saved custom pricing wins over history, estimates, and job-contract prices everywhere: cards, orders, and quotes.

Search for an item

Type at least 2 characters to search the catalog.

Custom prices for this customer

Open settings to load custom item pricing.

Pricing Flowchart

How the portal resolves a customer price — each source is tried in order; the first one that produces a valid price wins.

① Custom Item Price / Job Contract

A persistent custom item price set above wins first. Otherwise the active P21 or uploaded job contract supplies the price. Both override margin rules, history, and estimates.

↓ if no job contract

② Rep Margin Override

Product-group or manufacturer override set in Rep Settings. Replaces history and estimate prices when no job contract is active.

↓ if no override

③ Sales / Order History Price

Most recent price this customer was charged in P21 order history. Includes contract prices embedded in historical orders.

↓ if no history

④ Base Library Estimate

Cost × margin % from the Sales Rep Pricing Guide. Shown with an "Estimated" badge — not a confirmed customer price. The cost basis is always the lowest cost available to this customer — the lowest of the enrolled GPO costs (Vizient, Provista, NuEdge) and the P21 primary-supplier cost.

↓ if no cost data

⑤ "Review" — No Price Available

No price source found for this item / customer combination. Displayed as "Review" on the card.

Cost Basis — Lowest Cost Wins

When step ② (margin override) or ④ (base library) computes a price, we compare every cost the customer has access to — Vizient, NuEdge, Provista, and the P21 primary-supplier cost — and price off whichever is lowest. Enrollment in a GPO only enables its cost as a candidate; supplier cost still wins if it's cheaper. All three GPO tiles remain visible to reps for reference; the cost actually used is labeled on the cost-basis chip.

Compare products

Order Confirmed

Rep Settings