Use case · Wholesale
In wholesale a quotation is rarely a calculation and almost always a compilation: item, availability, price tier, freight share. The effort is not in the arithmetic but in finding the right price and a dependable date for every line.
Typical scope: one process
What is different here
An Excel sheet, a PDF out of the customer's system, sometimes an email with fifteen lines. The article numbers in it are the customer's, not yours - matching them is the first and most error-prone step.
Terms, annual tiers, promotional prices and special arrangements sit in the terms agreement. Quote the list price and you lose the order; pull the wrong tier and you give away the margin.
In trade, a price without a date is worthless. Stock, open orders and supplier commitments have to be pulled together before a commitment goes out.
If yours is not listed, that is not an exclusion. Where no interface exists, we build one - that is the most demanding part and it is our trade.
In trade it is not arithmetic precision that decides but the hit rate on article matching and terms. That is also exactly where the margin sits.
The difference
A person does itThe system does it
How it runs today
How it would run with us
What it gets you
Where it does not fit
If every enquiry is a one-off and there are no comparable jobs, there is little to gain here. The benefit comes from repetition, not from intelligence.
In trade it is not arithmetic precision that decides but the hit rate on article matching and terms. That is also exactly where the margin sits. Whether it pays for you depends on your volume - the audit establishes that.
Yes. The ones listed are those we most often meet in wholesale - a list, not a precondition. Where no interface exists, we build one.
Read access to the quotations closed over the last twelve months - that is where the system learns your costing logic, not from a formula. Access to the ERP, or at least a regular export of jobs and prices. A contact in sales who has two to three hours a week for questions during the first weeks. Nothing more is needed to start.
Across 30 real past enquiries the draft falls within your usual price tolerance in at least 80 % of cases. Every unclear item is flagged - nothing is quietly guessed. No quotation leaves the building without a person releasing it.
4 to 6 weeks to the first productive run.
The draft is produced independently; the release is always a person. A quotation is a binding document - it never leaves the building unseen.
If every enquiry is a one-off and there are no comparable jobs, there is little to gain here. The benefit comes from repetition, not from intelligence.
This page shows the fit in wholesale. The process itself is sector-independent - what matters is whether it repeats.
Quotations in generalYou tell us where your time goes. We put it in writing: what is worth automating, and roughly what that costs.
