--- title: Configured Ordering Via Portal In Infor CloudSuite Industrial description: Learn about using Configured Ordering via Portal in Infor CloudSuite Industrial. image: https://www.visualsouth.com/hubfs/Configured%20ordering%20via%20portal.webp --- [![Visual South](https://www.visualsouth.com/hs-fs/hubfs/VisualSouthLOGOvector3015%20175w.png?width=175&height=88&name=VisualSouthLOGOvector3015%20175w.png "Visual South")](https://www.visualsouth.com/) [![Free Consultation](https://no-cache.hubspot.com/cta/default/2623780/3beafe61-57b9-446b-8079-719c3dce1e3a.png)](https://cta-redirect.hubspot.com/cta/redirect/2623780/3beafe61-57b9-446b-8079-719c3dce1e3a) ![Fotolia_143852246_XXL.jpg](https://www.visualsouth.com/hs-fs/hubfs/Fotolia_143852246_XXL.jpg?width=1688&name=Fotolia_143852246_XXL.jpg "Fotolia_143852246_XXL.jpg") # Visual South Insights This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # [Configured Ordering Via Portal In Infor CloudSuite Industrial](https://www.visualsouth.com/blog/portal-product-configuration) 10/28/25 7:07 PM - [Tweet](https://twitter.com/share) ![Configured ordering via portal](https://www.visualsouth.com/hs-fs/hubfs/Configured%20ordering%20via%20portal.webp?width=700&height=300&name=Configured%20ordering%20via%20portal.webp) This article is part of our **CloudSuite Industrial Feature Focus** series. Each post highlights a specific feature within [**Infor CloudSuite Industrial (CSI)**](https://www.visualsouth.com/cloudsuite-industrial). In this one, we’re diving into **Configured Ordering via Portal**. You’ll get a clear explanation of how it works and expert insight from Visual South’s Nick Mendolia. Nick has implemented ERP for real manufacturers and knows what the documentation doesn’t tell you. Here’s what we’re focusing on today: - **Feature:** Configured Ordering via Portal - **Module:** Portals - **Product:** Infor CloudSuite Industrial (CSI) ## Configured Ordering via Portal Overview Infor CloudSuite Industrial (CSI) gives customers and resellers the ability to configure complex products directly through the Customer or Reseller Portal using CPQ (Configure Price Quote). This feature connects the configurator to the portal interface, providing a self-service experience that is both guided and precise. When users select a configurable item and move to checkout, the CPQ engine is triggered. They are prompted to select options, apply rules, and instantly see pricing updates. The entire process mirrors what an internal sales rep would do inside the system—only now it’s available to external users. It’s ideal for scenarios where customization is core to your product line. By extending this capability to portals, manufacturers empower their buyers to take control of the ordering process while ensuring accuracy and ERP alignment. ## Expert's Take on Configured Ordering via Portal According to **Nick Mendolia**: > "That’s really a combination of the customer and reseller portals along with CPQ. When someone selects a configurable item, it opens up the configurator to ask for all the options—just like it would internally." He likens it to a boat dealer sitting with a customer, walking through each configuration choice in real time and getting immediate pricing. This level of self-service shortens sales cycles and increases engagement. Want to see CloudSuite Industrial in action? Access the full demo gallery below. ## Related CloudSuite Industrial Resources - [Customer Portal](https://www.visualsouth.com/blog/customer-portal) - [Reseller Portal](https://www.visualsouth.com/blog/reseller-portal) - [Vendor Portal](https://www.visualsouth.com/blog/vendor-portal) Want to see CloudSuite Industrial in action? Access the full demo gallery below. [![New Call-to-action](https://no-cache.hubspot.com/cta/default/2623780/40c5de5f-ee94-406e-83c6-d728381d37ee.png)](https://cta-redirect.hubspot.com/cta/redirect/2623780/40c5de5f-ee94-406e-83c6-d728381d37ee) Topics: [CloudSuite Industrial](https://www.visualsouth.com/blog/topic/cloudsuite-industrial) [CSI Features](https://www.visualsouth.com/blog/topic/csi-features) ![Nick Mendolia](https://app.hubspot.com/settings/avatar/75653e503ec504d99073dd77fc6dc5f7) #### Written by [Nick Mendolia](https://www.visualsouth.com/blog/author/nick-mendolia) Nick is the Director of Client Solutions at Visual South and has been working in the Manufacturing industry for over 35 years, including roles as Tool & Die Maker, Machine Shop Foreman, and Director of Manufacturing. He has been involved in many ERP implementations as a customer and consultant. Nick has been with Visual South since 2003. Previous Post [![](https://www.visualsouth.com/hubfs/Vendor%20Portal.webp) ](https://www.visualsouth.com/blog/vendor-portal) [Vendor Portal In Infor CloudSuite Industrial](https://www.visualsouth.com/blog/vendor-portal) Next Post [![](https://www.visualsouth.com/hubfs/power-bi-dashboards.webp) ](https://www.visualsouth.com/blog/power-bi-dashboards) [Power BI Dashboards & Reports: 10 Real Examples for Manufacturers](https://www.visualsouth.com/blog/power-bi-dashboards) - Recent - Popular - Categories ### Lists by Topic - [Business improvement (116)](https://www.visualsouth.com/blog/topic/business-improvement) - [ERP selection (93)](https://www.visualsouth.com/blog/topic/erp-selection) - [ERP research (79)](https://www.visualsouth.com/blog/topic/erp-research) - [CloudSuite Industrial (49)](https://www.visualsouth.com/blog/topic/cloudsuite-industrial) - [CSI Features (43)](https://www.visualsouth.com/blog/topic/csi-features) - [ERP implementation (40)](https://www.visualsouth.com/blog/topic/erp-implementation) - [Manufacturing Data (20)](https://www.visualsouth.com/blog/topic/manufacturing-data) - [Configure Price Quote (CPQ) (12)](https://www.visualsouth.com/blog/topic/configure-price-quote-cpq) - [ERP deployment (11)](https://www.visualsouth.com/blog/topic/erp-deployment) - [Service Management (9)](https://www.visualsouth.com/blog/topic/service-management) - [Infor Visual (7)](https://www.visualsouth.com/blog/topic/infor-visual) - [Customer Relationship Management (CRM) (4)](https://www.visualsouth.com/blog/topic/crm-research) [see all](https://www.visualsouth.com/blog/portal-product-configuration#) ### Posts by Topic - [Business improvement (116)](https://www.visualsouth.com/blog/topic/business-improvement) - [ERP selection (93)](https://www.visualsouth.com/blog/topic/erp-selection) - [ERP research (79)](https://www.visualsouth.com/blog/topic/erp-research) - [CloudSuite Industrial (49)](https://www.visualsouth.com/blog/topic/cloudsuite-industrial) - [CSI Features (43)](https://www.visualsouth.com/blog/topic/csi-features) - [ERP implementation (40)](https://www.visualsouth.com/blog/topic/erp-implementation) - [Manufacturing Data (20)](https://www.visualsouth.com/blog/topic/manufacturing-data) - [Configure Price Quote (CPQ) (12)](https://www.visualsouth.com/blog/topic/configure-price-quote-cpq) - [ERP deployment (11)](https://www.visualsouth.com/blog/topic/erp-deployment) - [Service Management (9)](https://www.visualsouth.com/blog/topic/service-management) - [Infor Visual (7)](https://www.visualsouth.com/blog/topic/infor-visual) - [Customer Relationship Management (CRM) (4)](https://www.visualsouth.com/blog/topic/crm-research) [see all](https://www.visualsouth.com/blog/portal-product-configuration#) #### Services [Infor ERP Consulting](https://visualsouth.com/erp-consulting/) [Infor ERP Support](https://www.visualsouth.com/support) [ERP & ISM Implementation](https://visualsouth.com/erp-ism-implementation/) [Upgrade](https://www.visualsouth.com/upgrade) [Scheduling Workshop](https://www.visualsouth.com/scheduling-workshop) [Application Development](https://visualsouth.com/custom-applications/) [Application Process Review](https://visualsouth.com/application-process-review/) #### Products [CloudSuite Industrial (SyteLine)](https://visualsouth.com/cloudsuite-industrial/) [AI for Infor ERP](https://www.visualsouth.com/infor-velocity-suite) [Infor VISUAL](https://visualsouth.com/infor-erp-visual/) [VISUAL Shop Floor Mobile](https://www.visualsouth.com/visual-shop-floor-mobile) [Infor Quality Management](https://www.visualsouth.com/iqm) [Infor CRM](https://visualsouth.com/infor-crm/) [Configure Price Quote](https://visualsouth.com/infor-cpq/) [Power BI](https://www.visualsouth.com/power-bi-reporting-and-analytics) [ERP for Government Contractors](https://www.visualsouth.com/erp-for-government-contractors) [CADLink](https://www.visualsouth.com/cadlink) [Related Products](https://www.visualsouth.com/related-products) #### RESOURCES [Blog](https://www.visualsouth.com/blog) [YouTube Channel](https://www.youtube.com/user/VisualSouth) [Subscribe By Email](https://www.visualsouth.com/subscribe-to-insights) #### [SUCCESS STORIES](https://visualsouth.com/success-stories/) #### [ABOUT](https://www.visualsouth.com/about-us) #### Get In Touch [Contact](https://www.visualsouth.com/contact-us) [Free Consultation](https://www.visualsouth.com/free-assessment) [Privacy Policy](https://www.visualsouth.com/privacy) --- **2315 West Arbors Drive Suite 205 Charlotte, NC 28262 **704-721-6020 **![inforbadge_goldpartner-1](https://www.visualsouth.com/hs-fs/hubfs/inforbadge_goldpartner-1.png?width=287&name=inforbadge_goldpartner-1.png)**   © 2026 Visual South. All rights reserved. [[fa icon="chevron-up"]](https://www.visualsouth.com/blog/portal-product-configuration#) [![Visual South](https://www.visualsouth.com/hs-fs/hubfs/VisualSouthLOGOvector3015%20175w.png?width=175&height=88&name=VisualSouthLOGOvector3015%20175w.png "Visual South")](https://www.visualsouth.com/) [![Looking for ERP?](https://no-cache.hubspot.com/cta/default/2623780/8f57cc23-89ad-47f7-95c3-71a93820718f.png)](https://cta-redirect.hubspot.com/cta/redirect/2623780/8f57cc23-89ad-47f7-95c3-71a93820718f) ## Something Powerful ### Tell The Reader More The headline and subheader tells us what you're [offering](https://www.visualsouth.com/blog/portal-product-configuration#), and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for. Remember: - Bullets are great - For spelling out [benefits](https://www.visualsouth.com/blog/portal-product-configuration#) and - Turning visitors into leads. ## Something Powerful ### Tell The Reader More The headline and subheader tells us what you're [offering](https://www.visualsouth.com/blog/portal-product-configuration#), and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for. Remember: - Bullets are great - For spelling out [benefits](https://www.visualsouth.com/blog/portal-product-configuration#) and - Turning visitors into leads. ![](https://imaginativeacute52.com/816670.png) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Nick Mendolia", "url" : "https://www.visualsouth.com/blog/author/nick-mendolia" }, "dateModified" : "2025-11-18T18:01:12.731Z", "datePublished" : "2025-10-28T23:07:36.000Z", "headline" : "Configured Ordering Via Portal In Infor CloudSuite Industrial", "image" : [ "https://www.visualsouth.com/hubfs/Configured%20ordering%20via%20portal.webp" ], "mainEntityOfPage" : { "@id" : "https://www.visualsouth.com/blog/portal-product-configuration", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.visualsouth.com/hubfs/VisualSouthLOGOvector3015%20175w.png" }, "name" : "Visual South" } } ``` ```json { "aiSearchSchema" : { "answerTargeting" : { "answerFormat" : "definition", "decisionStage" : "consideration", "primaryQuestion" : "How does Configured Ordering via Portal work in Infor CloudSuite Industrial?", "queryIntent" : "how", "relatedQuestions" : [ "What is Configured Ordering via Portal in CloudSuite Industrial?", "How does CPQ integrate with portals in CSI?", "Can customers configure complex products themselves in CloudSuite Industrial?", "What happens when a customer selects a configurable item in the portal?", "How does portal configuration compare to internal sales configuration in CSI?", "What business benefits come from implementing Configured Ordering via Portal?", "Does portal configuration update pricing in real-time?", "Which portals support product configuration in CloudSuite Industrial?", "Who is the target user for Configured Ordering via Portal?", "How does self-service configuration affect sales cycles?", "What types of manufacturers benefit most from portal configuration?" ], "searchIntents" : [ "informational", "commercial" ], "urgencyLevel" : "planned" }, "authoritySignals" : { "expertise" : { "authorCredentials" : "Nick Mendolia, Visual South", "authorExperience" : "Has implemented ERP for real manufacturers", "companyAuthority" : "Visual South specializes in ERP implementation for manufacturing", "industryRecognition" : [ ], "relevantCertifications" : [ ], "yearsExperience" : "Not specified" }, "freshness" : { "contentReviewFrequency" : "Not specified", "industryChanges" : "", "lastUpdated" : "", "nextReviewDate" : "", "regulatoryUpdateDate" : "" }, "sources" : [ { "authority" : "Visual South", "credibilityScore" : "high", "recency" : "current", "relevance" : "primary", "type" : "industry", "url" : "https://www.visualsouth.com/blog/portal-product-configuration" } ], "validation" : { "factChecked" : "partial", "industryEndorsed" : "unknown", "peerReviewed" : "unknown" } }, "contentGaps" : { "additionalResources" : [ "Detailed CPQ 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"detailed", "contentFreshness" : "current", "definitiveFacts" : [ { "claim" : "Configured Ordering via Portal combines Customer/Reseller Portals with CPQ functionality", "confidence" : "high", "context" : "When a configurable item is selected, it opens the configurator to collect all option selections", "quantifiable" : "true", "source" : "Nick Mendolia, Visual South" }, { "claim" : "External users experience the same configuration process as internal sales representatives", "confidence" : "high", "context" : "The portal interface triggers the CPQ engine during checkout for configurable items", "quantifiable" : "true", "source" : "Article content" }, { "claim" : "Real-time pricing updates occur as configuration options are selected", "confidence" : "high", "context" : "Users can see immediate price changes as they customize their product", "quantifiable" : "true", "source" : "Article content" }, { "claim" : "Self-service configuration shortens sales cycles", "confidence" : "medium", "context" : "According to Nick Mendolia, this capability increases engagement and reduces time to purchase", "quantifiable" : "false", "source" : "Nick Mendolia, Visual South" } ], "headline" : "How Does Configured Ordering Via Portal Work in Infor CloudSuite Industrial?", "keyTakeaways" : [ "Configured Ordering via Portal integrates CPQ with Customer and Reseller Portal interfaces in CloudSuite Industrial", "External users can self-configure complex products with real-time pricing updates", "The process mirrors internal sales rep configuration workflows but in a self-service format", "When users select configurable items and proceed to checkout, the CPQ engine automatically triggers", "This feature ensures accuracy and ERP alignment while empowering buyers with control", "According to expert Nick Mendolia, this self-service capability shortens sales cycles and increases engagement", "Particularly valuable for manufacturers whose products require extensive customization options" ], "readingTime" : "3", "summary" : "Infor CloudSuite Industrial (CSI) enables customers and resellers to configure complex products through Customer or Reseller Portal using CPQ (Configure Price Quote) technology. This feature connects the configurator to the portal interface, allowing external users to select options, apply rules, and see instant pricing updates in a self-service environment. 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technology that enables guided product configuration with rule-based options and real-time pricing", "importance" : "primary", "mentions" : "4", "name" : "CPQ", "type" : "technology" }, { "aliases" : [ ], "definition" : "Web interface providing self-service capabilities to end customers of a manufacturer", "importance" : "secondary", "mentions" : "3", "name" : "Customer Portal", "type" : "service" }, { "aliases" : [ ], "definition" : "Web interface providing self-service capabilities to channel partners who resell a manufacturer's products", "importance" : "secondary", "mentions" : "3", "name" : "Reseller Portal", "type" : "service" }, { "aliases" : [ ], "definition" : "Web interface for suppliers to interact with a manufacturer's procurement processes", "importance" : "contextual", "mentions" : "1", "name" : "Vendor Portal", "type" : "service" }, { "aliases" : [ ], "definition" : "Consulting company specializing in ERP implementation for manufacturers", "importance" : "secondary", "mentions" : "1", "name" : "Visual South", "type" : "organization" }, { "aliases" : [ ], "definition" : "Expert from Visual South with experience implementing ERP for manufacturers", "importance" : "secondary", "mentions" : "2", "name" : "Nick Mendolia", "type" : "person" } ], "relationships" : [ { "bidirectional" : "false", "object" : "CPQ", "predicate" : "includes", "strength" : "strong", "subject" : "Configured Ordering via Portal" }, { "bidirectional" : "false", "object" : "Customer Portal", "predicate" : "requires", "strength" : "strong", "subject" : "Configured Ordering via Portal" }, { "bidirectional" : "false", "object" : "Reseller Portal", "predicate" : "requires", "strength" : "strong", "subject" : "Configured Ordering via Portal" }, { "bidirectional" : "false", "object" : "Configured Ordering via Portal", "predicate" : "includes", "strength" : "strong", "subject" : "CloudSuite Industrial" }, { "bidirectional" : "false", "object" : "Real-time pricing updates", "predicate" : "enables", "strength" : "strong", "subject" : "CPQ" }, { "bidirectional" : "false", "object" : "Sales cycles", "predicate" : "shortens", "strength" : "moderate", "subject" : "Self-service configuration" } ] }, "structuredAnswers" : { "comparisons" : [ { "cons" : [ "Portal users may need training on complex configurations", "Less opportunity for sales intervention in self-service" ], "keyDifference" : "Who controls the configuration process", "option1" : "Internal Sales Configuration", "option2" : "Portal Self-Service Configuration", "pros" : [ "Same configuration engine used in both scenarios", "Consistent rules and pricing", "Seamless data integration" ], "recommendation" : "Use internal for complex scenarios requiring guidance; use portal for empowering customers and reducing sales workload" }, { "cons" : [ "Different user permissions and pricing rules may apply", "Training requirements differ between audiences" ], "keyDifference" : "Who performs the configuration (end customer vs. channel partner)", "option1" : "Customer Portal Configuration", "option2" : "Reseller Portal Configuration", "pros" : [ "Consistent experience across both portals", "Same configuration capabilities available" ], "recommendation" : "Use Customer Portal for direct sales; use Reseller Portal when working through distribution channels" } ], "comprehensiveAnswer" : "Configured Ordering via Portal in Infor CloudSuite Industrial integrates the CPQ (Configure Price Quote) engine with Customer and Reseller Portal interfaces. When external users select configurable items and proceed to checkout, they're prompted to make configuration selections through the same guided process internal sales representatives use. The system applies configuration rules, updates pricing in real-time, and ensures the final configuration aligns with ERP requirements. This self-service capability empowers customers while maintaining accuracy and shortening sales cycles.", "detailedSteps" : [ { "action" : "Customer or reseller selects a configurable product in the portal", "difficulty" : "beginner", "outcome" : "Identifies the product requiring configuration before purchase", "prerequisites" : [ "Portal access", "Product browsing" ], "stepNumber" : 1, "timeRequired" : "1-2 minutes" }, { "action" : "User proceeds to checkout with the configurable item", "difficulty" : "beginner", "outcome" : "Triggers the CPQ engine within the portal interface", "prerequisites" : [ "Selected configurable item" ], "stepNumber" : 2, "timeRequired" : "30 seconds" }, { "action" : "Complete the configuration process by selecting required options", "difficulty" : "intermediate", "outcome" : "Customizes the product according to specific needs with rule validation", "prerequisites" : [ "Understanding of product options" ], "stepNumber" : 3, "timeRequired" : "5-10 minutes" }, { "action" : "Review updated pricing based on configuration choices", "difficulty" : "beginner", "outcome" : "Confirms cost implications of selected options", "prerequisites" : [ "Completed configuration" ], "stepNumber" : 4, "timeRequired" : "1-2 minutes" }, { "action" : "Finalize the order with the configured product", "difficulty" : "beginner", "outcome" : "Submits the order with accurate configuration data to the ERP system", "prerequisites" : [ "Configuration review", "Pricing approval" ], "stepNumber" : 5, "timeRequired" : "1-2 minutes" } ], "listItems" : [ { "context" : "This integration is the core technology enabling self-service configuration", "description" : "The Configure Price Quote engine connects directly to the portal interface", "importance" : "critical", "item" : "CPQ Integration" }, { "context" : "Provides transparency and helps customers understand cost implications of choices", "description" : "Price updates occur instantly as configuration options are selected", "importance" : "important", "item" : "Real-time Pricing" }, { "context" : "Ensures configurations meet product requirements and manufacturing constraints", "description" : "Users are prompted through a structured selection process with rule validation", "importance" : "critical", "item" : "Guided Configuration" }, { "context" : "Extends functionality to both direct customers and channel partners", "description" : "Configuration capability works in both Customer and Reseller portal interfaces", "importance" : "important", "item" : "Customer & Reseller Portal Support" }, { "context" : "Maintains data integrity between customer-facing and backend systems", "description" : "Configurations created in the portal integrate directly with CloudSuite Industrial", "importance" : "critical", "item" : "ERP Alignment" } ], "quickAnswer" : "Configured Ordering via Portal in CloudSuite Industrial connects CPQ functionality to Customer and Reseller Portals, allowing external users to self-configure complex products with real-time pricing updates during checkout.", "troubleshooting" : [ { "prevention" : "Test configuration workflows before deploying to customers", "problem" : "Configuration options not appearing in portal", "solution" : "Verify the item is properly set up as configurable in CloudSuite Industrial and that portal integration is enabled" }, { "prevention" : "Regular system testing and validation of pricing calculations", "problem" : "Pricing not updating in real-time", "solution" : "Check pricing rules in CPQ and ensure proper integration between CPQ and portal modules" } ], "warningsAndCautions" : [ "Complex configurations may require additional customer training before enabling self-service", "Ensure configuration rules are thoroughly tested to prevent invalid configurations", "Monitor performance impact when many users access configuration tools simultaneously" ] } } } ```