Portal Shop
The Shop feature allows customers to browse products, view pricing, and place orders directly through the customer portal.
Overview
The portal shop enables customers to:
- Browse product catalog
- Search for items
- View customer-specific pricing
- Add items to cart
- Place orders
- Manage saved lists
Accessing the Shop
Navigate to Shop from the portal main menu.
Browsing Products
Product Catalog
Shop - All Products
Categories:
├─ Electronics (245 products)
├─ Office Supplies (189 products)
├─ Industrial Equipment (156 products)
└─ Safety & PPE (98 products)
Featured Products:
┌─────────────────────────────────────────────────────────┐
│ [Image] Widget Pro │
│ SKU: WDG-PRO-001 │
│ Your Price: $89.99 (List: $109.99) │
│ In Stock: 156 units │
│ [Add to Cart] │
├─────────────────────────────────────────────────────────┤
│ [Image] Gadget Plus │
│ SKU: GDG-PLS-001 │
│ Your Price: $129.99 │
│ In Stock: 89 units │
│ [Add to Cart] │
└─────────────────────────────────────────────────────────┘Search and Filter
| Feature | Description |
|---|---|
| Search | Search by name, SKU, description |
| Categories | Filter by product category |
| Price Range | Filter by price |
| Availability | Show in-stock only |
| Sort | Sort by name, price, popularity |
Product Details
Product: Widget Pro (WDG-PRO-001)
Description:
High-performance widget for professional applications.
Features advanced technology for maximum efficiency.
Pricing:
├─ Your Price: $89.99/unit
├─ List Price: $109.99
├─ Discount: 18% off
└─ Volume Pricing Available
Availability:
├─ In Stock: 156 units
├─ Lead Time: Ships same day
└─ Location: Main Warehouse
Specifications:
├─ Dimensions: 10" x 5" x 3"
├─ Weight: 2.5 lbs
├─ Color: Blue
└─ Warranty: 2 years
[Quantity: 1] [Add to Cart]Adding to Cart
Cart Management
- Enter quantity
- Click Add to Cart
- Continue shopping or checkout
- Modify quantities in cart
- Remove items if needed
Shopping Cart
Shopping Cart (3 items)
┌────────────────────────────────────────────────────────────┐
│ Product │ SKU │ Price │ Qty │ Total │
├────────────────────────────────────────────────────────────┤
│ Widget Pro │ WDG-PRO-001 │ $89.99 │ 10 │ $899.90 │
│ Gadget Plus │ GDG-PLS-001 │ $129.99 │ 5 │ $649.95 │
│ Cable Kit │ CBL-KIT-001 │ $24.99 │ 20 │ $499.80 │
├────────────────────────────────────────────────────────────┤
│ Subtotal: │ $2,049.65 │
│ Shipping: │ $45.00 │
│ Tax (8.5%): │ $174.22 │
│ Total: │ $2,268.87 │
└────────────────────────────────────────────────────────────┘
[Continue Shopping] [Proceed to Checkout]Checkout Process
Step 1: Shipping
Checkout - Shipping Address
Select shipping address:
○ Main Office
123 Business Park Drive
Chicago, IL 60601
○ Warehouse
456 Industrial Way
Chicago, IL 60639
○ + Add New Address
Shipping Method:
○ Standard Ground (3-5 days) - $45.00
○ Express (1-2 days) - $85.00
○ Next Day - $125.00
[Continue to Payment]Step 2: Payment
Checkout - Payment
Payment Method:
○ Net 30 Terms (Credit: $7,500.00 available)
○ Credit Card
○ Wire Transfer
PO Number: [Optional]
Order Notes:
[ ]
[Place Order]Step 3: Confirmation
Order Confirmation
Thank you for your order!
Order Number: SO-2026-0125
Status: Pending Approval
Order Summary:
├─ Items: 3 products, 35 units
├─ Subtotal: $2,049.65
├─ Shipping: $45.00
├─ Tax: $174.22
└─ Total: $2,268.87
What's Next:
├─ Order will be reviewed
├─ You'll receive confirmation email
├─ Track status in My Orders
└─ Contact support with questionsPricing Features
Customer-Specific Pricing
| Price Type | Description |
|---|---|
| Contract | Negotiated pricing |
| Volume | Quantity discounts |
| Promotion | Special offers |
| List | Standard pricing |
Volume Pricing
Volume Pricing: Widget Pro
Quantity │ Price/Unit │ Savings
────────────────────────────────────
1-9 │ $89.99 │ -
10-24 │ $84.99 │ 6% off
25-49 │ $79.99 │ 11% off
50-99 │ $74.99 │ 17% off
100+ │ $69.99 │ 22% offPurchase Lists
Managing Lists
- Create new list
- Add products
- Set quantities
- Reorder from list
- Share with team
Quick Reorder
Purchase Lists
My Lists:
├─ Monthly Supplies (12 items) [Reorder]
├─ Project Alpha Materials (8 items) [Reorder]
├─ Safety Equipment (15 items) [Reorder]
└─ + Create New List
Monthly Supplies:
┌────────────────────────────────────────────────────────────┐
│ Product │ Qty │ Price │ Last Ordered │
├────────────────────────────────────────────────────────────┤
│ Printer Paper │ 10 │ $45.99 │ Dec 15, 2025 │
│ Ink Cartridges │ 5 │ $89.99 │ Dec 15, 2025 │
│ Pens (Box) │ 3 │ $12.99 │ Dec 15, 2025 │
└────────────────────────────────────────────────────────────┘
[Add All to Cart] [Edit List]Order Approval
Approval Workflow
For accounts requiring approval:
- Submit order
- Order goes to approver
- Approver reviews
- Order approved or rejected
- Customer notified
Approval Status
| Status | Description |
|---|---|
| Pending | Awaiting approval |
| Approved | Ready to process |
| Rejected | Not approved |
| Escalated | Needs higher approval |
Best Practices
Shopping Efficiently
- Use search for specific items
- Create purchase lists for repeat orders
- Check volume pricing for savings
- Review cart before checkout
Managing Orders
- Add PO numbers for tracking
- Include delivery notes
- Check shipping options
- Verify address before submitting
Troubleshooting
Common Issues
Item out of stock
- Check alternative products
- Contact sales for availability
- Set up restock notification
Price not showing
- Verify logged in
- Check product visibility
- Contact account manager
Cannot checkout
- Verify credit available
- Check cart minimum
- Review account status
Order not submitting
- Check required fields
- Verify payment method
- Clear browser cache
Related Documentation
Learn about My Orders to track your order history and status.