A wholesale portal should show quote margin to sellers and reps only, never on the buyer-facing quote. Week one on Parcel Build is that first working version: sell price for the buyer, margin for the seller on the same quote. You own the code. Flat monthly. See custom software for wholesalers. If quote margin visibility for sellers only in a wholesale portal is the gap, start a free 30-day build.
What should week-one seller-only quote margin show (and hide from buyers)?
Week one can cover margin and cost context on quote lines for signed-in sellers and reps, while the buyer-facing quote stays sell-price only. Role gates keep cost and margin off the buyer view. Full CPQ waterfall engines, commission payout engines, and multi-entity cost allocation can wait until that path earns its keep.
On Parcel Build, week one is a first working version of that path. Flat monthly. You own the code.
Why pasted cost columns in shared quote spreadsheets leak to buyers and create bad discounts
Someone pastes cost next to sell price in a shared quote sheet. The file gets forwarded. A buyer sees cost. A rep discounts below a healthy margin because the sheet had no seller-only view. Disputes follow when the portal quote and the spreadsheet no longer match.
Seller-only margin on the quote keeps cost and margin where sellers work. Buyers still see sell price only on the same commercial record.
What stays out of month one
Defer full CPQ waterfall engines as the primary path. Defer commission payout engines as the primary path. Defer multi-entity cost allocation. Month one is seller-only margin on quote lines for known accounts, with buyer-facing quotes staying sell-price only.
FAQ
Is seller-only quote margin the same as showing buyers their contract price?
No. Buyer contract price is what the buyer is allowed to pay. Seller-only quote margin is cost and margin context for sellers and reps on the same quote. They can sit together later. Week one can prove seller-only margin without cloning buyer price display as the primary path.
Does week one need ERP cost sync for every SKU before margin on a quote is useful?
No. Week one can show margin from known cost on the quote lines you already price. Broader cost sync across every SKU can wait until that seller-only view earns its keep.
Next step
If quote margin visibility for sellers only in a wholesale portal is what feels hardest, start a free 30-day build. Name that gap on the form. We scope a free 30-day build on that problem: first working version in week one, flat monthly after if you want to continue.