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NetSuite Portal Shells
SP
Suitelet Portal Architecture
All 12 portals share the same locked shell: cobalt header with GFS branding, role-based sidebar navigation, and branded footer. The content area adapts per role. Each portal is deployed as a SuiteApp Suitelet inside NetSuite, accessible via role-restricted URLs. External portals (Vendor, Customer Order) use NetSuite's SuiteCommerce or external Suitelet deployment with token-based auth.
LOCKED HEADER
56px cobalt bar. GFS logo, portal title, notification bell, user avatar with role badge. Consistent across all 12 portals.
ROLE SIDEBAR
240px sidebar (56px icon-only on mobile). Navigation items filtered by NetSuite role. Active state with tufts blue left border.
BRANDED FOOTER
GFS address, SuiteApp version, Help/Privacy links. IBM Plex Mono 10px. Spans full width below sidebar+content.
All portals use CSS grid: grid-template-columns: 240px minmax(0, 1fr); grid-template-rows: 56px minmax(0, 1fr) auto.
01
Executive Dashboard
GFS COMMAND
Executive Portal
FROSTY SAYS
Welcome back. Your dashboard is ready with today's KPIs.
GFS COMMAND
Executive Portal
Support
Settings
ML
Michael Levine
CEO
Revenue MTD
$4.2M
+12% vs LY
Gross Margin
18.4%
+0.8pp
AR Outstanding
$786K
DSO 28
On-Time Rate
96.2%
+1.4% vs LM
Revenue — Last 6 Months
Top 5 Customers
| Customer | Revenue |
|---|---|
| FreshMart Distribution | $892K |
| Metro Foodservice | $645K |
| Atlantic Grocery Co. | $521K |
| Brooklyn Bites LLC | $410K |
| Queens Fresh Market | $388K |
GFS COMMAND
Executive Portal
ML
Michael Levine
CEO
Revenue Detail — FreshMart Distribution
Account: ACCT-FM-00142 · Territory: Northeast · Rep: M. Levine
YTD Revenue
$892K
Orders YTD
47
Avg Order
$18.9K
YoY Growth
+8%
Recent Orders
| Order | Date | Amount | Status |
|---|---|---|---|
| SO-26-05-0418 | 05/16/2026 | $24,200 | IN TRANSIT |
| SO-26-05-0391 | 05/12/2026 | $18,750 | DELIVERED |
| SO-26-04-0367 | 04/28/2026 | $21,100 | DELIVERED |
Role-Based Access — CEO
Full revenue, margin, and P&L data
All customer accounts and order history
Fleet status and driver management
Approve POs over $50K threshold
Cannot edit transactional records directly
Desktop-first (1280px+). Tablet: sidebar collapses to 56px icons. KPI grid drops to 2 columns. Mobile: stacked layout, hamburger menu replaces sidebar.
Executive portal with full company-wide visibility. Login uses SSO via NetSuite Employee Center.
02
Finance Dashboard
GFS FINANCE
Controller Portal
FROSTY SAYS
3 invoices require approval. AR aging looks healthy today.
GFS FINANCE
Controller Portal
SP
Sarah Park
Controller
AR Balance
$786K
DSO 28
Cash Position
$1.4M
+8% MoM
AP Due This Week
$312K
14 bills
Overdue AR
$48K
3 invoices
AR Aging Summary
GFS FINANCE
Controller Portal
SP
Sarah Park
Controller
Invoice Detail — INV-26-04-0291
Brooklyn Bites LLC · Due: 05/04/2026 · 14 DAYS OVERDUE
Invoice Lines
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Barrel Cheddar 40lb | 200 | $72.00 | $14,400 |
| Mozzarella Block 20lb | 80 | $50.00 | $4,000 |
Collection Activity
Email reminder sent
Auto dunning Level 2 — 05/12/2026
Phone call attempt
Left voicemail with AP dept — 05/08/2026
Invoice delivered
Email confirmed opened — 04/20/2026
Role-Based Access — Controller
Full AR/AP visibility and aging reports
Approve vendor bills and journal entries
Run financial statements and bank reconciliation
Cannot modify sales pricing or customer terms
Cannot access HR/payroll records
Desktop-first. Aging bars stack vertically on tablet. Invoice detail view uses single-column on mobile.
Finance portal with AR aging, AP approval queue, and invoice drill-down. Controller role restricts pricing visibility.
03
Quality Dashboard
GFS QUALITY
QA Manager Portal
FROSTY SAYS
All temperature zones nominal. 2 CAPA items need review today.
GFS QUALITY
QA Manager Portal
DK
Diana Kim
QA Manager
Temp Compliance
99.2%
0 breaches MTD
Inspections MTD
34
4 pending
Open CAPAs
2
1 overdue
Cert Status
100%
All current
Open CAPA Items
| ID | Issue | Assigned | Priority | Status |
|---|---|---|---|---|
| CAPA-0047 | Temperature excursion Truck R07 | J. Rivera | HIGH | INVESTIGATION |
| CAPA-0046 | Mislabel on lot BG-2605-A12 | D. Kim | MEDIUM | CORRECTIVE |
GFS QUALITY
CAPA Detail
DK
Diana Kim
QA Manager
CAPA-0047 — Temperature Excursion
Truck R07 · Zone 2 · Opened 05/17/2026 · INVESTIGATION
Timeline
Excursion detected
42.1F reading at 07:32 AM. Threshold: 40F.
05/17 07:32
Driver notified
Auto-alert sent to J. Rivera via mobile app.
05/17 07:33
CAPA opened
Auto-generated. Assigned to QA Manager.
05/17 07:35
Root Cause Analysis
Role-Based Access — QA Manager
Full temperature monitoring and alert management
Create, edit, and close CAPA items
Manage inspection schedules and certificates
Cannot view financial data (revenue, margins, pricing)
Cannot modify sales orders or customer records
Desktop + tablet optimized. Temperature charts render full-width on mobile. CAPA forms use stacked layout below 768px.
Quality portal with CAPA workflow, temperature monitoring, and inspection management. QA role restricts financial visibility.
04
Customer Portal
GFS CUSTOMER PORTAL
Powered by Global Food Solutions
FROSTY SAYS
Welcome to GFS! Your latest order shipped yesterday.
GFS CUSTOMER PORTAL
Powered by Global Food Solutions
FM
FreshMart Distribution
ACCT-FM-00142
Welcome, FreshMart Distribution
Account: ACCT-FM-00142 · Credit Limit: $250,000
Rep: Michael Levine
(877) 728-5550
Open Orders
2
In Transit
1
Balance Due
$42,950
Credit Available
$207,050
Recent Orders
| Order | Date | Total | Status |
|---|---|---|---|
| SO-26-05-0418 | 05/16/2026 | $24,200 | IN TRANSIT |
| SO-26-05-0391 | 05/12/2026 | $18,750 | DELIVERED |
GFS CUSTOMER PORTAL
Shipment Tracking
FM
FreshMart Distribution
ACCT-FM-00142
Shipment — SO-26-05-0418
Carrier: GFS Fleet R04 · Driver: James Rivera · ETA: 05/18 11:30 AM
1
Picked
2
Loaded
3
In Transit
4
Delivered
Temp: 36.4F OK
Role-Based Access — External Customer
View own orders, invoices, and shipment tracking
Download statements and certificates of analysis
Update company contact and delivery preferences
Cannot see other customers' data
Cannot view GFS cost, margin, or internal pricing
Fully responsive. Customer portal is the most likely to be used on mobile. Shipment tracker is touch-optimized with large tap targets.
External customer portal with order tracking, invoice access, and shipment status. Token-based auth via SuiteCommerce.
05
Driver Portal
GFS DRIVER
Mobile Route Portal
FROSTY SAYS
6 stops today. First delivery at 07:00 AM. Drive safe!
GFS DRIVER
JR
James Rivera
Driver — R04
Route R04 — 6 Stops
ELD: Connected · GPS: Active · Temp: 36.4F OK
STOP 1 — NEXT
NAVIGATE
FreshMart Distribution
450 Commerce Blvd, Ronkonkoma, NY 11779
ETA: 07:15 AM
Items: 12
Weight: 2,400 lbs
STOP 2
PENDING
Metro Foodservice
1200 Industrial Ave, Hauppauge, NY 11788
GFS DRIVER
JR
James Rivera
R04
Stop 1 — Delivery Detail
FreshMart Distribution · SO-26-05-0418
Items to Deliver
| Item | Qty | Checked |
|---|---|---|
| Barrel Cheddar 40lb | 80 | -- |
| Mozzarella Block 20lb | 40 | -- |
| Provolone Sliced 5lb | 24 | -- |
TAP TO CAPTURE SIGNATURE
Role-Based Access — Driver
View assigned route stops and delivery items
Record delivery confirmations and signatures
Log temperature readings and report issues
Cannot view pricing, margins, or customer financials
Cannot modify orders or access other routes
Mobile-first design. 56px icon sidebar. Large touch targets (min 44px). Optimized for phone use while standing at dock. Signature capture area is finger-friendly.
Mobile-first driver portal with route management, delivery confirmation, and ELD/GPS integration. 56px collapsed sidebar.
06
Vendor Self-Service Portal
GFS VENDOR PORTAL
Supplier Self-Service
FROSTY SAYS
Welcome back! 2 POs are ready for invoice submission.
GFS VENDOR PORTAL
Supplier Self-Service
Support
BC
Bongards Creameries
VND-BONG-001
Open POs
2
$148K total
Invoices Submitted
3
1 pending approval
Next Payment
$62K
Due 05/25
Vendor Score
94
+2 pts QoQ
Purchase Orders
| PO | Date | Amount | Status |
|---|---|---|---|
| PO-26-05-0312 | 05/14/2026 | $86,400 | APPROVED |
| PO-26-05-0298 | 05/08/2026 | $62,200 | APPROVED |
| PO-26-04-0271 | 04/22/2026 | $74,800 | PAID |
Payment History
| Payment | Date | Amount |
|---|---|---|
| PMT-26-05-0184 | 05/10/2026 | $74,800 |
| PMT-26-04-0162 | 04/25/2026 | $68,200 |
| PMT-26-04-0141 | 04/10/2026 | $91,400 |
Compliance Documents
| Document | Uploaded | Expires | Status |
|---|---|---|---|
| Certificate of Insurance | 01/15/2026 | 01/15/2027 | CURRENT |
| W-9 Form | 03/01/2026 | N/A | ON FILE |
| SQF Certificate | 11/20/2025 | 11/20/2026 | CURRENT |
| FSMA Compliance Letter | 06/01/2025 | 06/01/2026 | EXPIRING |
GFS VENDOR PORTAL
Scorecard View
BC
Bongards Creameries
VND-BONG-001
Vendor Scorecard — Q2 2026
Bongards Creameries · Commodity Cheese · Overall Score: 94/100
On-Time Delivery
97%
+2%
Quality Pass Rate
99.1%
+0.3%
Invoice Accuracy
98%
No change
Response Time
4.2h
-1.8h
Doc Compliance
100%
All current
Score History
Update Contact Information
Role-Based Access — External Vendor
View POs issued to this vendor only
Submit invoices against approved POs
Track payment status and download remittance
Upload compliance documents (COI, W-9, SQF, FSMA)
View own vendor scorecard (read-only)
Cannot view GFS internal pricing or other vendor data
Cannot modify PO terms or quantities
Desktop-first with responsive tables. Invoice submission form works on tablet. Document upload supports drag-and-drop on desktop, file picker on mobile.
Vendor self-service with PO visibility, invoice submission, payment tracking, compliance doc upload, scorecard, and contact management. Token-based external auth.
07
Customer Order Portal
GFS ORDER PORTAL
Online Ordering System
FROSTY SAYS
New items available! Check out our seasonal specials.
GFS ORDER PORTAL
Metro Foodservice
Cart (3)
MF
Metro Foodservice
ACCT-MF-00089
Welcome, Metro Foodservice
Quick reorder — your last 3 orders are one click away
BROWSE CATALOG
[ BARREL CHEDDAR ]
Barrel Cheddar 40lb Block
$72.00/unit · SKU: BC-40
[ MOZZARELLA ]
Mozzarella Block 20lb
$50.00/unit · SKU: MZ-20
[ PROVOLONE ]
Provolone Sliced 5lb
$18.50/unit · SKU: PV-05
[ SWISS ]
Swiss Wheel 25lb
$62.00/unit · SKU: SW-25
[ CREAM CHEESE ]
Cream Cheese 3lb Loaf
$8.40/unit · SKU: CC-03
[ PEPPER JACK ]
Pepper Jack Block 10lb
$34.00/unit · SKU: PJ-10
Recent Orders
| Order | Date | Total | Status | Action |
|---|---|---|---|---|
| SO-26-05-0402 | 05/14/2026 | $18,200 | IN TRANSIT | |
| SO-26-05-0378 | 05/07/2026 | $14,800 | DELIVERED |
GFS ORDER PORTAL
Statement Download
MF
Metro Foodservice
ACCT-MF-00089
Invoices & Statements
Invoice History
| Invoice | Date | Amount | Due | Status |
|---|---|---|---|---|
| INV-26-05-0312 | 05/14/2026 | $18,200 | 06/13/2026 | OPEN |
| INV-26-05-0289 | 05/07/2026 | $14,800 | 06/06/2026 | OPEN |
| INV-26-04-0261 | 04/22/2026 | $21,400 | 05/22/2026 | PAID |
Role-Based Access — Customer Buyer
Browse product catalog with customer-specific pricing
Place new orders and reorder from history
Track delivery status in real time
View invoices and download monthly statements
Cannot see GFS cost or margin data
Cannot view other customer accounts
Fully responsive. Product grid drops to 2 columns on tablet, 1 on mobile. Cart persists across sessions. Quick-reorder button is sticky on mobile viewport.
Customer order portal with product catalog, cart, order history, delivery tracking, invoices, and statement downloads. Customer-specific pricing from NetSuite price levels.
08
Employee Self-Service Portal
GFS EMPLOYEE HUB
Employee Self-Service
FROSTY SAYS
Your May pay stub is ready. You have 12 PTO days remaining.
GFS EMPLOYEE HUB
Employee Self-Service
Help Desk
TM
Tom Martinez
Warehouse Lead
PTO Balance
12d
3 used YTD
Next Payday
May 22
Bi-weekly
Training
92%
1 course due
Open Expenses
$245
1 pending
Recent Pay Stubs
| Period | Gross | Net | Action |
|---|---|---|---|
| 05/01 - 05/15/2026 | $3,200 | $2,480 | |
| 04/16 - 04/30/2026 | $3,200 | $2,480 | |
| 04/01 - 04/15/2026 | $3,520 | $2,714 |
PTO Requests
| Dates | Days | Status |
|---|---|---|
| 06/15 - 06/20/2026 | 4 | APPROVED |
| 07/04/2026 | 1 | PENDING |
| 03/10 - 03/12/2026 | 3 | USED |
Training Courses
| Course | Category | Due | Progress |
|---|---|---|---|
| Food Safety - PCQI Refresher | Compliance | 05/31/2026 | 60% |
| Forklift Cert Renewal | Safety | 06/15/2026 | NOT STARTED |
| GFS Ethics & Compliance 2026 | HR | Completed | 100% |
GFS EMPLOYEE HUB
Benefits Detail
TM
Tom Martinez
Warehouse Lead
Benefits Summary
Medical Plan
Anthem PPO
Family Coverage
Dental
Delta Dental
Employee + Spouse
401(k) Contribution
6%
GFS Match: 4%
Company Directory (nearby)
| Name | Department | Location | Ext |
|---|---|---|---|
| Michael Levine | Executive | Edgewood, NY | 100 |
| Sarah Park | Finance | Edgewood, NY | 105 |
| Diana Kim | Quality | Hermitage, PA | 201 |
Role-Based Access — Employee
View own pay stubs, W-2s, and tax documents
Request and track PTO/leave
View benefits enrollment and company directory
Submit expense reports with receipt upload
Cannot view other employees' compensation
Cannot access financial, sales, or customer data
Responsive for all devices. Pay stub PDFs render in-browser on desktop, download on mobile. PTO calendar uses a simplified list view on small screens.
Employee self-service with pay stubs, PTO management, benefits, expense reports, training tracker, and company directory. NetSuite Employee Center role.
09
Warehouse Operator Portal
GFS WAREHOUSE
Operator Portal
FROSTY SAYS
12 picks in queue. Dock 3 has an inbound at 09:00 AM.
GFS WAREHOUSE
Edgewood, NY
TM
Tom Martinez
Warehouse Lead
Pick Queue
12 orders · 3 priority · Shift: 06:00 AM - 02:00 PM
Scan barcode to start pick
D1
RECEIVING
PO-0312 Bongards
D2
LOADING
R04 FreshMart
D3
OPEN
Next: 09:00 AM
D4
RECEIVING
PO-0298 DairyPure
Active Picks
3 PRIORITY| Order | Customer | Items | Priority | Action |
|---|---|---|---|---|
| SO-0418 | FreshMart | 12 | RUSH | |
| SO-0419 | Metro Food | 8 | RUSH | |
| SO-0420 | Atlantic Groc. | 6 | RUSH | |
| SO-0421 | Queens Fresh | 4 | NORMAL |
GFS WAREHOUSE
TM
Tom Martinez
Warehouse Lead
Pick Detail — SO-0418
FreshMart Distribution · RUSH · 12 items
Pick List
Scan each item to confirm
| Bin | Item | Qty | Picked |
|---|---|---|---|
| A-01-03 | Barrel Cheddar 40lb | 80 | -- |
| A-02-01 | Mozzarella Block 20lb | 40 | -- |
| B-01-02 | Provolone Sliced 5lb | 24 | -- |
Role-Based Access — Warehouse Operator
View and execute pick queue assignments
Perform receiving against POs with barcode scan
Look up bin locations and current inventory counts
Record cycle counts and temperature log entries
Cannot view pricing, customer financials, or margins
Cannot create or modify sales orders
Tablet-first (64px icon sidebar). Large buttons (min 44px touch targets). Barcode scanner input auto-focuses. Designed for gloved-hand operation. Works on rugged tablets (Zebra, Honeywell).
Tablet-optimized warehouse portal with pick queue, pack station, receiving dock status, bin lookup, cycle count, and temperature logging. Designed for rugged tablets.
10
Management KPI Portal
GFS KPI CENTER
Management Dashboard
FROSTY SAYS
All departments are reporting. 4 KPIs above target this month.
GFS KPI CENTER
Management Dashboard
May 2026
vs Budget
vs Prior Year
ML
Michael Levine
CEO
Company KPIs — May 2026
All departments · vs Budget · Read-only view
SALES
Revenue MTD
$4.2M
+12% vs LY
Budget: $3.8M | +10.5%
Gross Margin
18.4%
+0.8pp vs LY
Budget: 17.5% | +0.9pp
New Customers
3
+2 vs LY
Avg Order Size
$19.2K
+$1.4K vs LY
FINANCE
Cash Position
$1.4M
+8% MoM
DSO
28
-3 vs LY
AR Overdue
$48K
+$12K vs LM
DPO
22
On target
OPERATIONS & LOGISTICS
On-Time Delivery
96.2%
+1.4% vs LM
Fill Rate
98.8%
+0.2%
Inventory Turns
14.2
+1.1 vs LY
Temp Compliance
99.2%
0 breaches
QUALITY & HR
Open CAPAs
2
1 overdue
Cert Compliance
100%
All current
Headcount
24
0 open reqs
Training Completion
94%
+6% vs LQ
GFS KPI CENTER
Sales Drill-Down
ML
Michael Levine
CEO
Sales KPI Drill-Down — Revenue MTD
May 2026 · $4.2M actual vs $3.8M budget (+10.5%)
Revenue by Customer
vs Budget
Monthly Trend
Role-Based Access — Management (Read-Only)
View all department KPIs in a single screen
Drill down into any KPI for detail and trend data
Toggle comparison modes: vs Budget, vs Prior Year, vs Prior Month
Export PDF and email scheduled reports
Cannot edit any records — strictly read-only
Cannot access transactional detail (individual invoices, POs)
Desktop-optimized for large displays (1440px+). KPI grids drop to 2 columns on tablet. Date range selector is touch-friendly. Charts render at 2x on retina displays.
Read-only management KPI portal with all-department view, drill-down capability, comparison toggles (vs budget, vs prior year), and scheduled report export.
11
Compliance Portal
GFS COMPLIANCE
Regulatory & Audit Portal
FROSTY SAYS
SQF audit scheduled for June 10. All pre-audit docs are due May 30.
GFS COMPLIANCE
Regulatory & Audit Portal
Reg Updates
DK
Diana Kim
Compliance Mgr
Cert Status
7/7
All current
Next Audit
23d
SQF - Jun 10
Open CAs
2
1 past due
Label Reviews
4
Pending QA
Certification Tracker
| Certification | Facility | Expires | Status |
|---|---|---|---|
| SQF Level 3 | Edgewood, NY | 09/15/2026 | CURRENT |
| NYSDAM 20-C | Edgewood, NY | 12/31/2026 | CURRENT |
| FDA Registration | Edgewood, NY | N/A | ACTIVE |
| SQF Level 2 | Hermitage, PA | 11/30/2026 | CURRENT |
| PA Dairy License | Hermitage, PA | 03/31/2027 | CURRENT |
Corrective Action Log
| ID | Issue | Status |
|---|---|---|
| CA-0047 | Temp excursion R07 | OPEN |
| CA-0046 | Label mismatch BG-2605 | IN PROGRESS |
| CA-0045 | Dock door seal wear | CLOSED |
Allergen Matrix — Active Products
| Product | Milk | Soy | Wheat | Egg | Tree Nut | Peanut | Fish |
|---|---|---|---|---|---|---|---|
| Barrel Cheddar 40lb | Y | N | N | N | N | N | N |
| Mozzarella Block 20lb | Y | N | N | N | N | N | N |
| Provolone Sliced 5lb | Y | N | N | N | N | N | N |
| Cream Cheese Loaf 3lb | Y | T | N | N | N | N | N |
| Brown Box Pancakes | Y | N | Y | Y | N | N | N |
Y = Contains · T = May contain (trace) · N = Not present
Regulatory Updates Feed
FDA FSMA 204(d) Traceability Rule
Compliance deadline: January 20, 2026. GFS implementation complete. Annual review due Q1 2027.
Updated 05/15
USDA Organic Integrity Database Update
New reporting fields required for organic-certified products effective July 2026.
Updated 05/10
NY State NYSDAM Dairy License Renewal
Renewal window opens October 1. Schedule inspection by September 15.
Updated 05/01
GFS COMPLIANCE
Label Review
DK
Diana Kim
Compliance Mgr
Label Review Queue
4 labels pending QA review
Pending Labels
| Product | Submitted By | Date | Type | Action |
|---|---|---|---|---|
| Barrel Cheddar 40lb (new lot) | Packaging Dept | 05/17/2026 | NEW | |
| Brown Box Pancakes (USDA) | Product Dev | 05/16/2026 | NEW | |
| Cream Cheese Loaf 3lb (revision) | Packaging Dept | 05/15/2026 | REVISION | |
| Swiss Wheel 25lb (allergen update) | QA | 05/14/2026 | REVISION |
Label Review Detail — Barrel Cheddar 40lb
CHECKLIST
[ ] Product name matches NetSuite item record
[ ] Net weight / count accurate
[ ] Allergen statement present and correct
[ ] Nutrition facts panel matches formula
[ ] Lot/date code format correct (MMDDYY)
[ ] Facility address: 131 Heartland Blvd, Edgewood, NY 11717
[ ] USDA mark of inspection (if applicable)
[ LABEL PREVIEW IMAGE ]
Role-Based Access — Compliance Manager
Full audit calendar management and scheduling
Manage certifications, renewal tracking, and document repository
Review and approve/reject product labels
Maintain allergen matrix and corrective action log
Access regulatory updates feed and compliance calendar
Cannot view financial data (revenue, pricing, margins)
Cannot modify sales orders or customer records
Desktop-first for label review (needs screen real estate for preview). Allergen matrix scrolls horizontally on tablet. Audit calendar uses list view on mobile. Document upload supports drag-and-drop.
Compliance portal with audit calendar, certification tracker, document repository, corrective action log, allergen matrix, label review queue, and regulatory updates feed.