A quotation, a customer order and a purchase should not live in separate spreadsheets. We connect sales, stock and procurement so your team can see availability, customer terms and margin together.
B2B orders and quotations
- Read email, PDF, Excel and B2B forms; prepare sales documents. Match customer descriptions and codes to your catalogue, flagging uncertain items.
- Build quotations from current prices, availability, discounts and individual commercial terms.
Stock and procurement
- Forecast sales by product, customer, region and season; propose minimum stock and replenishment orders.
- Compare suppliers' prices, lead times, minimum orders and payment terms. Detect slow stock and surplus; monitor expiry dates and FEFO dispatch.
Margins and customer relationships
- Calculate profitability by product, customer and transaction after discounts and transport. Flag quotations below the agreed margin.
- Suggest complementary or previously purchased products; track order frequency, basket value and declining B2B activity.
Settlement and after-sales
- Register complaints and returns with documents, tasks and status. Monitor overdue receivables and draft reminders under your contact policy.
- Bring sales, margins, availability, turnover, outstanding orders and payments into one report.
An example workflow
A customer enquiry is matched to your product codes. The system checks stock and discounts, drafts a quotation and flags shortages or a low margin before it is sent.
Implementation requirements
We agree product mappings, pricing rules and ERP integration scope. Purchases, price exceptions and customer communication follow defined permissions.