Wholesale and Trading: lots of price inquiries, but quote versions and lead times don't match.
Put specs, supplier replies and quote terms into one tracked workflow.
Where Work Gets Stuck
One inquiry includes several specifications and quantities, and suppliers respond in batches. Only after the quote is sent does the team discover that it used outdated freight costs or lead times.
How the Process Connects
- Organize specs, quantities, delivery locations and requested dates by item.
- Track items pending supplier replies, and keep the source and version of cost, currency and lead time.
- Compile the quote draft and unconfirmed terms for the owner to review.
- Once the client confirms, hand the approved version to purchasing, shipping and payment tracking.
What Staff Confirm
Staff confirm exchange rates, margins, payment terms and external quotes.
What the Team Gets
Inquiry list, outstanding supplier replies, quote versions and handoff summary.
Optional Metrics to Watch
- Time from inquiry to quote
- Items awaiting supplier reply
- Term changes after quoting
The scenarios and process designs below are illustrations. They do not represent existing client results or mean every feature is deployed. Screens use fictional data and do not create client records or send notifications.
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