QuoteClerk AIQUOTECLERK AI / BLOG
Quoting, pricing and catalogue notes for trade suppliers
I write one post a day for merchants in the UK and Ireland and distributors in the US: how material lists turn into quotes, how price levels and quantity breaks behave, how to keep a catalogue clean enough to quote from, and how a trade counter can approve drafts without slowing down.
Why quote requests wait overnight
Where emailed quote requests lose time, from retyping and code lookups to account pricing, and which steps a merchant can make easier.
Who approves a quote at the trade counter?
Who should approve a quote at the trade counter, what the approver checks, and how to keep approval quick enough that the counter never queues behind it.
How to quote a handwritten counter list
A practical routine for quoting a handwritten or photographed material list at the trade counter: read it, query unclear lines, price it, approve it.
Quantity breaks on a quote, done right
How quantity breaks, account pricing and price dates fit together on a contractor quote, and a quick check that catches a wrong break before it ships.
How to export a price file as CSV
A general guide to exporting your catalogue and price list as CSV or Excel: which columns to include, how to check the file, and how to make it repeatable.
Expired prices in quote drafts
How to spot expired prices before a quote goes out, set a clear checking routine and stop an out-of-date line from being priced by mistake.
From a contractor takeoff to a clean quote
Turning a contractor's spreadsheet takeoff into a priced quote: mapping columns, removing subtotals, matching descriptions to your catalog, checking units.
Customer, group or list price: which wins?
Customer price, group price or list price: a fixed order for every quote line, where category discounts fit, and why a price tie must stop the line.
Catalogue hygiene before you speed up quoting
Six checks to run on a catalogue export before you speed up quoting: duplicate codes, missing units, expired prices, ties and customer trade names.
