Portal

Portal manages your product data so you don’t have to.

Catalog Overview Article

Joy Weber

Amanda Studdard

Catalog

Keep Your Costs Private While You Quote with Clients

Client View Mode

With Portal, you can create a line item that automatically adjusts labor and material pricing based on your proposal’s size.

Dynamic Pricing on Proposals

Catalog Features

We use a combination of supplier data feeds, crowdsourcing, and manual data entry to keep our catalog up to date.

How does Portal Update Data in the Catalog?

When requesting to be authorized for some suppliers, we request your dealer login information for their website. Here is why.

Why Does Portal Sometimes Request Dealer Login Information?

You can always see the suppliers who carry items in our catalog, whether or not you're authorized for them.

How Can I See Which Suppliers Carry a Product That I'm Not Yet Authorized?

Don't see a vendor in Portal that you need? You can always request that we add a new supplier.

Requesting a New Supplier

Information about the "discontinued" status + finding those items in the catalog

Discontinued Items

You can set your default supplier on any item or brand in the catalog.

Changing Your Default Supplier

Selectively order a product from a supplier other than your default supplier.

Choosing a Different Supplier

You can manually enter dealer pricing to items in the catalog

Manually Adding Dealer Cost to Items

The default sell price for an item can be determined in multiple ways

Default Sell Price on an Item

Catalog FAQs & How To

Find answers and get help from Intercom Support and Community Experts

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