01
Sales Order Portal
Complete order management system for Global Food Solutions sales operations
GFS
Global Food Solutions
Sales Order Portal
End-to-end order management: entry, fulfillment tracking, delivery scheduling, customer lookup, inventory availability, commission tracking, and reporting. Integrated with NetSuite ERP.
12 SCREEN MOCKUPS
NETSUITE INTEGRATED
EDGEWOOD / HERMITAGE
REAL-TIME INVENTORY
Portal design reference for GFS sales team. All data is illustrative.
02
Order Dashboard
KPI cards, order pipeline, and recent orders at a glance
Home/Order Dashboard
Good morning, Michael
Monday, May 19, 2026 -- Edgewood, NY
Last login: May 18, 2026 at 4:32 PM
Open Orders
47
+8 vs last week
Shipped Today
12
+3 vs avg
Revenue MTD
$1.24M
+11.2% vs prior
Avg Order Value
$26.4K
-2.1% vs prior
| Order # |
Date |
Customer |
Items |
Total |
Status |
Ship Date |
Rep |
| SO-20260519-001 |
05/19/26 |
Northeast Dairy Co-op |
6 |
$48,720.00 |
APPROVED |
05/21/26 |
M. Levine |
| SO-20260518-004 |
05/18/26 |
Good Eats Distribution |
3 |
$31,450.00 |
PROCESSING |
05/20/26 |
M. Levine |
| SO-20260518-002 |
05/18/26 |
Metro Foodservice Inc. |
8 |
$67,200.00 |
SHIPPED |
05/19/26 |
M. Levine |
| SO-20260517-006 |
05/17/26 |
Tri-State Cheese Corp. |
4 |
$22,880.00 |
DELIVERED |
05/18/26 |
M. Levine |
| SO-20260517-003 |
05/17/26 |
Capital Region Foods |
5 |
$38,150.00 |
PENDING |
05/22/26 |
M. Levine |
| SO-20260516-001 |
05/16/26 |
Hudson Valley Provisions |
2 |
$14,600.00 |
ON HOLD |
-- |
M. Levine |
| SO-20260516-005 |
05/16/26 |
Long Island Restaurant Group |
11 |
$89,340.00 |
PROCESSING |
05/20/26 |
M. Levine |
Showing 1-7 of 47 orders
Dashboard is the default landing view after login. KPIs pull from NetSuite saved searches in real time.
03
New Order Entry
Customer selection, item picker, pricing, freight calculator, and order submission
New Sales Order
Auto-assigned: SO-20260519-008
Line Items
| # |
Item |
SKU |
Warehouse |
Available |
Unit Price |
Qty |
UOM |
Line Total |
|
| 1 |
Bongards Barrel Cheddar - White
40 lb block, CME + $0.035/lb |
CHD-BNG-WH-40 |
Edgewood |
1,240 lb |
$2.1850 |
|
LB |
$8,740.00 |
x |
| 2 |
Bongards Barrel Cheddar - Yellow
40 lb block, CME + $0.035/lb |
CHD-BNG-YL-40 |
Edgewood |
2,800 lb |
$2.1850 |
|
LB |
$13,110.00 |
x |
| 3 |
Mozzarella LMPS - Whole Milk
6x5 lb loaf, USDA inspected |
MOZ-WM-LMPS-6 |
Hermitage |
8,400 lb |
$2.4200 |
|
LB |
$7,260.00 |
x |
| 4 |
Provolone - Sliced Deli
8x2.5 lb, 18-slice |
PRV-SL-DL-8 |
Edgewood |
620 lb |
$3.1400 |
|
LB |
$1,570.00 |
x |
| 5 |
Swiss Cheese - Baby Swiss
Wheel, approx 12 lb |
SWS-BB-WHL-12 |
Hermitage |
3,600 lb |
$4.2800 |
|
LB |
$2,054.40 |
x |
| 6 |
Cream Cheese - Foodservice
6x3 lb tub |
CRM-FS-6X3 |
Edgewood |
5,100 lb |
$2.7600 |
|
LB |
$993.60 |
x |
+ Add another line item
Freight Calculator
LTL CARRIER
$520
2-3 days
Order Summary
Subtotal (6 lines)$33,728.00
Tier 1 Discount (3%)-$1,011.84
Freight (GFS Fleet)$680.00
Tax$0.00
ORDER TOTAL$33,396.16
Item picker auto-suggests based on customer order history. Inventory levels refresh every 60 seconds via RESTlet.
04
Order Detail View
Full order record with line items, fulfillment tracking, and linked invoice
Sales Order SO-20260518-002
Created 05/18/2026 by M. Levine | NetSuite ID: 287401
SHIPPED
Customer
Metro Foodservice Inc.
CUST-1087 | Tier 2
Ship To
220 Market St
Newark, NJ 07102
Linked Invoice
PAID 05/19/26
PO NumberPO-MF-0518-A
TermsNet 30
Sales RepMichael Levine
DepartmentCommodity Cheese
Ship ViaGFS Fleet - Refrigerated
Ship Date05/19/2026
Shipment Tracking
Truck:
GFS-R14 (Reefer)
ETA:
05/19/2026 at 2:30 PM
Edgewood, NYIn TransitNewark, NJ
Line Items & Fulfillment
| # |
Item |
SKU |
Qty Ordered |
Qty Shipped |
Unit Price |
Line Total |
Fulfillment |
Delivery |
| 1 |
Bongards Barrel Cheddar - White |
CHD-BNG-WH-40 |
8,000 lb |
8,000 lb |
$2.1850 |
$17,480.00 |
SHIPPED |
05/19/26 |
| 2 |
Bongards Barrel Cheddar - Yellow |
CHD-BNG-YL-40 |
6,000 lb |
6,000 lb |
$2.1850 |
$13,110.00 |
SHIPPED |
05/19/26 |
| 3 |
Mozzarella LMPS - Whole Milk |
MOZ-WM-LMPS-6 |
5,000 lb |
5,000 lb |
$2.4200 |
$12,100.00 |
SHIPPED |
05/19/26 |
| 4 |
Pepper Jack - Sliced |
PJK-SL-8X2 |
2,000 lb |
1,500 lb |
$3.0500 |
$6,100.00 |
PARTIAL |
05/20/26 |
| 5 |
Muenster - Block |
MNS-BLK-6X5 |
1,800 lb |
1,800 lb |
$2.9200 |
$5,256.00 |
SHIPPED |
05/19/26 |
| 6 |
Provolone - Sliced Deli |
PRV-SL-DL-8 |
1,200 lb |
1,200 lb |
$3.1400 |
$3,768.00 |
SHIPPED |
05/19/26 |
| 7 |
Swiss Cheese - Aged |
SWS-AGD-WHL |
1,000 lb |
1,000 lb |
$4.5800 |
$4,580.00 |
SHIPPED |
05/19/26 |
| 8 |
Cream Cheese - Bulk |
CRM-BLK-30 |
1,500 lb |
1,500 lb |
$2.5400 |
$3,810.00 |
SHIPPED |
05/19/26 |
Subtotal$66,204.00
Freight$996.00
TOTAL$67,200.00
Order detail links to NetSuite transaction record. Fulfillment status updates via SuiteScript workflow.
05
Customer Lookup
Search customers, view pricing tier, credit status, order history, and contact info
Good Eats Distribution
CUST-1023 | Active since 2019
ACTIVE
TIER 1
Contact Information
Primary ContactDave Jordan
TitleProcurement Dir.
Phone(518) 555-0142
Emaildjordan@goodeats.com
Address780 Warehouse Row
Albany, NY 12205
Assigned RepMichael Levine
Customer records pull from NetSuite customer entity via SuiteQL. Credit hold triggers on 65% utilization.
06
Item Availability
Real-time inventory by location -- Edgewood, NY and Hermitage, PA
| Item |
SKU |
Location |
On Hand |
Committed |
Available |
Expected Receipt |
Lead Time |
|
| Bongards Barrel Cheddar - White |
CHD-BNG-WH-40 |
Edgewood, NY |
18,400 lb |
12,160 lb |
6,240 lb |
8,000 lb 05/22 |
3 days |
|
| Bongards Barrel Cheddar - White |
CHD-BNG-WH-40 |
Hermitage, PA |
24,800 lb |
9,200 lb |
15,600 lb |
12,000 lb 05/23 |
2 days |
|
| Bongards Barrel Cheddar - Yellow |
CHD-BNG-YL-40 |
Edgewood, NY |
14,200 lb |
11,400 lb |
2,800 lb |
10,000 lb 05/21 |
3 days |
|
| Mozzarella LMPS - Whole Milk |
MOZ-WM-LMPS-6 |
Edgewood, NY |
22,600 lb |
14,200 lb |
8,400 lb |
15,000 lb 05/24 |
4 days |
|
| Mozzarella LMPS - Whole Milk |
MOZ-WM-LMPS-6 |
Hermitage, PA |
31,200 lb |
18,000 lb |
13,200 lb |
20,000 lb 05/22 |
2 days |
|
| Provolone - Sliced Deli |
PRV-SL-DL-8 |
Edgewood, NY |
4,800 lb |
4,180 lb |
620 lb |
3,000 lb 05/26 |
5 days |
|
| Swiss Cheese - Baby Swiss |
SWS-BB-WHL-12 |
Hermitage, PA |
9,600 lb |
6,000 lb |
3,600 lb |
4,000 lb 05/25 |
3 days |
|
| Cream Cheese - Foodservice |
CRM-FS-6X3 |
Edgewood, NY |
11,400 lb |
6,300 lb |
5,100 lb |
6,000 lb 05/23 |
3 days |
|
Availability by Location (Top Items)
CHD-WH
6,240 avail
18,400
Committed
Available
Low Stock
Inventory data sourced from NetSuite inventory balance records. "Add to Order" pushes item directly into open order draft.
07
Order History & Reorder
Past orders with sort/filter, one-click reorder, and period comparison
Orders This Period
23
+15% vs prior
Revenue This Period
$412K
+22% vs prior
Avg Order Value
$17.9K
+6% vs prior
| Order # |
Date |
Items |
Total |
Status |
Delivered |
|
| SO-20260518-004 |
05/18/26 |
Barrel Cheddar (WH/YL), Mozz LMPS |
$31,450.00 |
PROCESSING |
-- |
|
| SO-20260512-001 |
05/12/26 |
Barrel Cheddar (WH), Provolone, Swiss |
$28,900.00 |
DELIVERED |
05/13/26 |
|
| SO-20260505-003 |
05/05/26 |
Barrel Cheddar (YL), Mozz, Cream Cheese, Muenster |
$45,210.00 |
DELIVERED |
05/06/26 |
|
| SO-20260428-002 |
04/28/26 |
Barrel Cheddar (WH/YL), Swiss, Provolone |
$33,600.00 |
DELIVERED |
04/29/26 |
|
| SO-20260421-001 |
04/21/26 |
Barrel Cheddar (WH), Mozz LMPS |
$27,100.00 |
DELIVERED |
04/22/26 |
|
| SO-20260414-005 |
04/14/26 |
Barrel Cheddar (YL), Cream Cheese, Pepper Jack |
$39,850.00 |
DELIVERED |
04/15/26 |
|
Showing 1-6 of 23 orders
"Reorder" clones line items into a new draft SO, adjusting prices to current CME-based rates.
08
Delivery Scheduling
Calendar view with delivery slots, route assignment, dock scheduling, and time windows
May 2026
18
Metro Foods (R14)
NE Dairy (R07)
Cap Region - pickup
19
Good Eats (R14)
LI Rest Grp (R22)
Tri-State - pending
20
Metro Foods (R07)
Hudson Valley (R14)
21
NE Dairy (R22)
Good Eats - pickup
22
Cap Region (R07)
Metro Foods (R14)
LI Rest Grp (R22)
26
Good Eats (R14)
NE Dairy (R07)
27
Metro Foods (R22)
Tri-State - pickup
28
Hudson Valley (R07)
Cap Region (R14)
29
LI Rest Grp (R14)
Good Eats (R22)
Delivery
Customer Pickup
Pending Confirmation
Blocked/Holiday
Dock Schedule -- May 19, 2026 (Edgewood)
DOCK A
LOADING
Good Eats (R14)
5:00 AM - 6:30 AM
DOCK B
WAITING
LI Rest Grp (R22)
7:00 AM - 8:30 AM
DOCK C
AVAILABLE
--
Next: 9:00 AM
DOCK D
RECEIVING
Bongards Inbound
4:00 AM - 5:30 AM
Route Assignment -- Today
| Route | Truck | Driver | Stops | Departure | Est. Return | Status |
|---|
| RT-LI-01 |
GFS-R14 |
J. Ramirez |
3 |
5:00 AM |
11:30 AM |
EN ROUTE |
| RT-NJ-02 |
GFS-R22 |
T. Williams |
2 |
6:30 AM |
1:00 PM |
LOADING |
| RT-UPS-03 |
GFS-R07 |
A. Patel |
4 |
7:00 AM |
3:30 PM |
SCHEDULED |
Calendar syncs with NetSuite ship date field. Dock scheduling managed by warehouse ops team at 131 Heartland Blvd.
09
Bulk Import
CSV upload, field mapping, validation, and import confirmation
Drop CSV file here or click to browse
good-eats-bulk-order-may.csv
42 rows | 8 columns | 12.4 KB
UPLOADED
Field Mapping
| CSV Column | Maps To | Sample Data | Status |
|---|
| customer_name |
|
Good Eats Distribution |
MATCHED |
| sku |
|
CHD-BNG-WH-40 |
MATCHED |
| quantity |
|
4000 |
MATCHED |
| ship_date |
|
2026-05-22 |
MATCHED |
| po_number |
|
PO-GE-0522 |
MATCHED |
| warehouse |
|
Edgewood |
MATCHED |
| notes |
|
Deliver before 7 AM |
MATCHED |
| unit_price |
|
2.185 |
SKIPPED |
Validation Results
ROW 17
SKU "CHD-BNG-GR-40" not found in item master. Did you mean CHD-BNG-WH-40 or CHD-BNG-YL-40?
ROW 8
Quantity exceeds available inventory at Edgewood (requested: 12,000 lb, available: 6,240 lb). Split across locations?
ROW 23
Ship date 05/25/2026 is Memorial Day. Next available: 05/26/2026.
Bulk import creates draft SOs grouped by customer. Errors must be resolved before import.
10
Commission Tracker
Rep performance, order value, commission calculation, and payout schedule
Commission Report -- May 2026
Total Order Value
$1.24M
+11.2% vs Apr
Commissions Earned
$18,640
+$2,100 vs Apr
Avg Commission Rate
1.50%
Standard tier
Next Payout
Jun 1
13 days
Sales Rep Performance
| Rep |
Territory |
Orders |
Order Value |
Rate |
Commission |
Quota Progress |
Payout |
| Michael Levine |
NY Metro / Long Island |
23 |
$412,300 |
1.50% |
$6,184.50 |
|
Jun 1 |
| Sarah Chen |
NJ / PA East |
18 |
$338,700 |
1.50% |
$5,080.50 |
|
Jun 1 |
| James Morton |
Upstate NY / CT |
15 |
$287,400 |
1.50% |
$4,311.00 |
|
Jun 1 |
| Rachel Kim |
PA West / Hermitage |
12 |
$204,100 |
1.75% |
$3,571.75 |
|
Jun 1 |
Total Order Value$1,242,500
TOTAL COMMISSIONS$19,147.75
Payout Schedule
| Period | Pay Date | Gross Commission | Adjustments | Net Payout | Status |
|---|
| May 2026 | 06/01/2026 | $19,147.75 | $0.00 | $19,147.75 | PENDING |
| Apr 2026 | 05/01/2026 | $16,540.00 | -$420.00 | $16,120.00 | PAID |
| Mar 2026 | 04/01/2026 | $14,890.00 | $0.00 | $14,890.00 | PAID |
Commission rates set per rep in NetSuite employee record. Payout runs on the 1st of each month for prior period.
11
Credit Hold Management
Customers on hold, hold reasons, release workflow, and approval chain
!
3 Customers Currently on Credit Hold
Orders for these customers are blocked until hold is released. Total blocked revenue: $94,200
| Customer |
ID |
Hold Reason |
Credit Limit |
Balance |
% Used |
Blocked Orders |
Hold Since |
|
| Hudson Valley Provisions |
CUST-1065 |
OVER LIMIT |
$75,000 |
$78,420 |
104.6% |
2 ($42,800) |
05/14/26 |
|
| Brooklyn Deli Supply |
CUST-1098 |
PAST DUE 60+ |
$50,000 |
$47,200 |
94.4% |
1 ($18,600) |
05/10/26 |
|
| Westchester Foods Inc. |
CUST-1112 |
MANUAL HOLD |
$100,000 |
$62,100 |
62.1% |
1 ($32,800) |
05/16/26 |
|
Hold Review: Hudson Valley Provisions
CUST-1065 | On hold since 05/14/2026 | Over credit limit by $3,420
HOLD ACTIVE
Release Approval Chain
Credit holds auto-trigger when balance exceeds 65% of limit or AR aging hits 60+ days. Release requires manager approval.
12
Reports
Order trends, top items, top customers, fill rate, and on-time delivery
Sales Order Analytics -- May 2026
Fill Rate
96.4%
+1.2% vs Apr
On-Time Delivery
93.8%
+2.4% vs Apr
Orders This Month
68
+12 vs Apr
Avg Days to Ship
1.3
-0.2 vs Apr
Return Rate
0.4%
-0.1% vs Apr
Order Volume Trend (Daily)
Orders
Revenue ($K)
64 of 68 orders delivered on time
Target: 95.0% | Gap: 1.2%
| # | Item | Volume | Revenue |
|---|
| 1 | Bongards Barrel Cheddar - White | 142,000 lb | $310,270 |
| 2 | Bongards Barrel Cheddar - Yellow | 118,000 lb | $257,830 |
| 3 | Mozzarella LMPS - Whole Milk | 96,000 lb | $232,320 |
| 4 | Provolone - Sliced Deli | 48,000 lb | $150,720 |
| 5 | Swiss Cheese - Baby Swiss | 36,000 lb | $154,080 |
| # | Customer | Orders | Revenue |
|---|
| 1 | Long Island Restaurant Group | 8 | $284,600 |
| 2 | Metro Foodservice Inc. | 7 | $247,800 |
| 3 | Good Eats Distribution | 6 | $206,260 |
| 4 | Northeast Dairy Co-op | 5 | $178,400 |
| 5 | Capital Region Foods | 4 | $142,100 |
Fill Rate by Product Category
TARGET: 98%
Reports generated from NetSuite saved searches and SuiteAnalytics. All data refreshes nightly at 2:00 AM ET.