QuoteClerk AI for Kerridge K8 users

Why K8 merchants still build quotes by hand

Klipboard is the trading name of Kerridge Commercial Systems Ltd, and its site lists builders' merchants, plumbers' merchants and electrical wholesale among the sectors it serves. In many of those branches the system holds the products and the account prices, yet the quote itself still starts with someone reading a customer's list and searching for each line. A list for a kitchen extension or a rewire can run to 60 lines of shorthand, and every line needs the right code and the right price for that account.

That reading and searching is the work QuoteClerk AI prepares. K8 stays your system of record. Nothing in K8 is changed by QuoteClerk AI.

The flow, step by step

1. Export from K8. Your catalogue, your customer list and your prices as CSV or Excel files. Column names are matched automatically where they are clear, such as code, description, unit and price, and any header your K8 export names differently is set up once during onboarding.
2. A list arrives. As an XLSX, CSV or TSV file, a PDF of up to 10 pages, the text of an email, or a PNG or JPG photo.
3. QuoteClerk AI drafts the quote. Each line is matched to a product from your export and priced from your own price data.
4. A person approves. Your colleague checks the flagged lines and approves the draft. Nothing is sent without that approval.
5. PDF plus CSV out. The customer gets an A4 PDF quote with your logo. You also get a CSV of the approved lines.

Account prices are applied in a fixed order

K8 merchants often hold several prices for the same product. QuoteClerk AI applies them in one order: the customer's own price first, then the customer group price, then the general list price. Quantity breaks and valid from and until dates are respected, a category discount applies to list prices only, and a surcharge can be set as its own field.

When two prices tie, or a product has no valid price, the line is blocked and flagged. It is never guessed. Your colleague sees why the line stopped and decides.

An example from the trade counter

A builder sends a photo of a handwritten list: plasterboard, 4 lengths of 47 x 100 timber, 10 bags of cement, a box of drywall screws. The plasterboard and cement match clearly and are priced at the builder's account price. The timber line has no length, so it is flagged with the question "which length?". The screws line could match 2 box sizes, so both are shown and the line waits for a decision. Uncertain lines are flagged for a person to check, and handwriting is the hard case, so your colleague sees the original line next to each suggestion.

Getting the approved quote back into K8

The approved quote comes out as a PDF and as a UTF-8 CSV file. Whether that CSV can be loaded straight into K8 depends on whether your K8 set-up has a CSV import for quotes or orders. That is checked for your system during the pilot. Where there is no such import, your colleague keys the approved lines in from the draft, which is still quicker than building the quote from a blank screen because every code and price is already on it.

Each export is recorded with a checksum, and nothing goes to a customer until it is approved.

Pricing for a K8 branch

For a multi branch merchant the full rollout fits best: £1,290 a month for up to 500 requests and 10,000 line items, or £3,900 a month for up to 1,500 requests and 30,000 line items, plus £5,950 onboarding. It starts with the £1,490 paid pilot, credited in full against the onboarding. A single counter can start on Team at £790 a month or Starter at £390 a month, with no setup fee. How the paid pilot works ↗

Frequently asked questions