Give Every Merchant a Professional Client Portal
Let clients submit requests, review quotes, manage orders, check inventory and tracking, review wallet and billing records, and get support without relying on spreadsheets or chat threads.
Built for fulfillment agents, 3PL providers, and sourcing companies that serve merchant clients.
Merchant A · Client view
Example workspace · Shopify connected
Fulfillment path
Request
Quote review
Order
Inventory / warehouse
Tracking
Billing record
Current: Order in fulfillment · Support available
Client Communication Becomes the Growth Bottleneck
As you add merchants, the same questions multiply — order status, tracking, balances, and invoices. Chat threads do not scale with your fulfillment business.
Before
Chat & spreadsheets
Repeated across many merchant chats every day
After
White-label client portal
Submit requests
Products and sourcing needs in one place
Review quotes
Approve pricing before work starts
Manage orders
Status and history without chasing your team
Check stock & tracking
Inventory and shipment updates in the portal
Review billing records & support
Balance activity, invoices, and support in context
What Merchants Can Do Themselves
Your clients — the merchants you serve — handle day-to-day work in the portal. You stay focused on quotes, warehouse work, shipping, and billing.
Example workspace · sample data
Merchant A · Portal viewSubmit requests & review quotes
Merchants send product or sourcing requests and approve quotes before fulfillment begins.
Quote ready for reviewManage orders
See order status and history without asking your team for an update.
Order in fulfillmentCheck inventory
View stock levels and committed quantities tied to their account.
Inventory view availableFollow tracking
Shipment updates stay on the order record merchants already use.
Tracking attachedReview wallet/billing records & invoices
Review balance activity, invoices, and billing records when needed — not online payment processing.
Invoice issuedGet support with context
Open support with the order or quote already linked — not scattered chat threads.
Support context linkedConnected portal modules
Connected to the Rest of Your Operation
The portal is not a standalone lookup page. Merchant actions stay linked to quotes, orders, inventory, shipping, and billing inside DSFulfill.
Quotes
Approved pricing flows from the portal into your quotation workflow.
View moduleOrders
Store and buy-and-ship work stays visible to the merchant who owns it.
View moduleInventory
Stock views in the portal match the inventory your team manages.
View moduleShipping
Tracking and shipment status update on the same order record.
View moduleBilling
Wallet and invoice records stay connected to fulfilled work.
View moduleWhite-Label Experience & Merchant Access
Merchants work under your brand. Each client account is scoped to their own orders, quotes, inventory views, and wallet activity — so you can serve many merchants without mixing their data.
Portal brand preview
Domain
portal.yourbrand.com
Logo
Your logo slot on the portal
Brand styling
Colors aligned to your business
Notifications
Branded client emails under your identity
Merchant access
Each client view scoped to their own records
Client operations outcomes
Routine status moves out of chat
Merchants check requests, orders, and tracking in the portal instead of asking every time.
Quotes, invoices, and records stay connected
Client-facing work stays tied to the same fulfillment and billing records your team uses.
Support focuses on exceptions with context
When help is needed, the order or quote context is already linked.
Give Every Merchant a Professional Portal
Book a demo to see how fulfillment agents, 3PL providers, and sourcing companies run client operations in DSFulfill — or explore the full platform.
Platform modules