Portfolio Management for VARs & MSPs
Multi-vendor, multi-region selling, governed at scale.
Turn Complex Catalogs into Governed Portfolios
StrataVAR’s Portfolio Management converts unwieldy product universes into buyer- and seller-ready portfolios with embedded pricing and policy rules. Build customer-specific lists, apply regional and currency logic, flag EoS/EoL, and bundle your own services into a single sellable SKU. Ensure that your sales teams work only with valid, compliant options, while customers receive accurate and contract-aligned configurations.
Key Capabilities
Core-to-Portfolio Model
Start from a consolidated core catalog and generate filtered, governed portfolios per account, region, distributor, or business unit.
Pricing on the Portfolio Layer
Apply discounting, markup, currency, and compliance rules on the portfolio, ensuring the same item can price differently by region or contract.
Customer-Specific Lists
Create client-specific assortments with role-based access, so each buyer sees exactly what they’re allowed to purchase.
Bundles & “Own Products”
Package vendor SKUs with your services and financing into a single partner SKU for simpler selling and higher margins.
Compliance & Lifecycle Controls
Flag EoS/EoL items, enforce approved alternates, and prevent invalid configurations before they reach the quote.
Flexible Updates (Import & Automations)
Ingest vendor/distributor feeds, ERP lists, or spreadsheets with staging and filters, no need to pull full catalogs when a curated subset will do.
Multi-Distributor Support
Model differences between distributors (availability, item sets) without duplicating your core data.
Build Governed Product Portfolios for VARs & MSPs
Control assortments, enforce rules, and sell faster with StrataVAR’s portfolio engine. Keep catalogs clean, quotes accurate, and customers confident.
