Confidential · Prepared by Van Tucker · August 2026

AI-Powered Wholesale Portal // Project Proposal

Wholesale Portal

CMG builds a standalone, AI-powered Wholesale Portal connected live to your Shopify store: a clean, professional order experience for wholesale buyers and your sales team, without disrupting your existing Shopify fulfillment process.

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Wholesale Portal

What You're Getting

Standalone Micro-App

A purpose-built portal deployed at your own subdomain (e.g. wholesale.yourbrand.com). No plugins, no Shopify theme changes required. Hosting included in the $150/mo AI Co-Pilot fee.

Live Shopify Connection

Products, pricing, and availability pull live from your Shopify store. Tag a product "wholesale" in Shopify and it appears in the portal immediately.

Rep-Ready Orders

Every submitted order arrives in your sales rep's inbox with a PDF summary, ready to process in ShipStation, QuickBooks, or however your team works today.

Portal Capabilities

What the Portal Does

Live Shopify Product Catalog

Products sync live from your Shopify store. No duplicate data entry, no manual CSV imports. The portal always reflects what's currently in Shopify.

Price Lists & MSRP Display

Show wholesale pricing and MSRP side-by-side using custom product fields in Shopify. Full control over what buyers see and what they pay.

Wholesale Product Filtering

Only products tagged 'wholesale' in Shopify appear in the portal. Manage availability directly in Shopify: no portal admin required.

Email Gate & Admin Notifications

Buyers enter their email to unlock the portal. You receive an instant notification with the buyer's email, so you always know who's looking.

Sales Order Builder

Buyers select products and quantities with a live running total. When ready, they submit the order directly from the portal with one click.

Rep Email with PDF Order Summary

Every submitted order triggers an email to your sales rep with a complete PDF order summary, ready to process in your existing fulfillment workflow.

Retail Asset Library

Wholesale buyers can browse and download retail-ready assets directly from the portal: social media graphics, flyers, sell sheets, and brand materials. Managed and updated from a simple CMS.

Technical Scope

Deliverables

Application & Build

—Standalone Next.js micro-app hosted and deployed (hosting included in the $150/mo AI Co-Pilot fee)

—Shopify Storefront API integration: live product catalog pull, no manual sync

—Custom product field mapping: MSRP and wholesale price via Shopify metafields

—Wholesale tag filtering: only products tagged 'wholesale' appear in the portal

—Email gate with admin notification on every new buyer access

—Sales order builder with line-item management and live running total

—PDF order generation: clean order summary with products, quantities, and totals

—Sales rep email notification with PDF attachment on every submitted order

—Mobile-responsive design: fully usable on any device

—Retail asset library: downloadable social media graphics, flyers, sell sheets, and brand materials managed via CMS

Documentation & Handoff

—Technical handoff documentation: managing products, tags, and pricing in Shopify

—Admin guide: reviewing and processing submitted orders

—30-day bug fix coverage from delivery date

Outside Scope

×Order processing and fulfillment (ShipStation, UPS, or any existing shipping workflow)

×Invoicing and payment collection (QuickBooks recommended for invoice delivery based on payment terms)

×Real-time inventory sync or stock management beyond what Shopify provides natively

×Shopify checkout integration (orders are submitted as sales orders, not processed through Shopify checkout)

×Custom ERP or accounting software integrations

×Ongoing development beyond the AI Co-Pilot scope

Fulfillment note: Orders submitted through the portal are delivered to your sales rep as a PDF for processing in your existing workflow (ShipStation, UPS, etc.). For invoicing, CMG recommends QuickBooks to send invoices based on your payment terms agreement with each wholesale buyer.

Ongoing Support

AI Co-Pilot

$150/mo

After delivery, the AI Co-Pilot keeps your portal current and evolving. Three updates per month, scoped and executed by CMG. Updates do not roll over month to month.

Portal hosting (included)

UI updates and layout adjustments

New filter options or product category views

Pricing field adjustments and display changes

Email template updates (gate notification, order summary)

AI advisory session with the CMG team

Simple Shopify website updates (products, content, navigation)

Investment

One-Time Project

$1,500

or $375/mo × 4 months (payment plan)

First installment starts the project. Paid in advance each month.

Live Shopify product catalog connection

Wholesale tag filtering

Price lists & MSRP display

Email gate with admin notifications

Sales order builder with running total

PDF generation & sales rep email

Mobile-responsive design

Retail asset library (graphics, flyers, sell sheets)

30-day bug fix coverage

Handoff documentation

Start the Project

Secure checkout via Stripe · MSA follows within 24 hours

Ongoing (Optional)

$150/mo

Month-to-month with 30-day notice

Starts after portal delivery. Cancel or pause anytime.

Portal hosting included

3 updates per month to the portal

3 updates per month (no rollover)

AI advisory sessions

Simple Shopify website updates

Priority response from the CMG team

Ask About Co-Pilot

Project Schedule

Build Timeline

Phase	Key Deliverables
Week 1	Shopify Storefront API setup and authentication Live product catalog integration with wholesale tag filtering MSRP and wholesale price display via Shopify metafields Price list view with product detail pages Email gate with admin notification system
Week 2	Sales order builder with line-item management and running total PDF order generation and formatting Sales rep email notification with PDF attachment QA across desktop and mobile Handoff, documentation, and 30-day bug fix coverage begins
Week 3+	AI Co-Pilot begins (optional, $150/mo): 3 updates/month to the portal or other CMG services Ongoing portal improvements and Shopify integration updates as your catalog evolves

Ready to Build?

The Wholesale Portal is a 2-week build. The first installment of $375 starts the project. Your portal is live and in your team's hands within two weeks.

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Collective Media Group · AI-Powered Wholesale Portal