QuoteClerk AI for OGL users

OGL at the counter and on the sales desk

OGL Software, based in Stourport-on-Severn, describes its Profit4 system as ERP software for UK merchants, distributors and wholesalers, with trade counter, stock control and sales order modules. So the products, prices and stock are already in one place. What OGL does not do for you is read the customer's list. An electrician emails a schedule for a small commercial fit-out, or hands over a photo of a page at the counter, and someone still turns that into lines with codes and prices.

That step is the one QuoteClerk AI prepares. OGL remains your system for orders, stock and invoicing.

The true flow

1. Export from OGL. Catalogue, customers and prices as CSV, XLSX or TSV. Stock can come too.
2. The list comes in. A spreadsheet, a PDF of up to 10 pages, an email, or a PNG or JPG photo.
3. Draft. Each line is matched to your catalogue and priced from your own data.
4. Approve. A person checks the flagged lines and approves the draft.
5. Out. A PDF quote with your logo for the customer and a CSV of the approved lines for you.

Stock comes with a time stamp

If you include a stock export, each figure carries the time it was taken. By default a stock figure older than 24 hours is treated as stale, so the draft does not suggest that a product is on the shelf when the export is a week old. Prices follow a fixed order: customer price, then customer group price, then list price, with quantity breaks and valid dates. A missing or tied price blocks the line and flags it.

An electrical list with the details missing

Take a list for a small office: 3 drums of 2.5 mm twin and earth, 40 LED downlights, a consumer unit, 20 double sockets, a box of WAGO connectors.

• The cable. A drum and a metre are different units, so the quantity is read as 3 drums and matched to the drum product in your catalogue, not to a per metre price.
• The downlights. If your range has fire rated and standard versions, both are shown and the line waits.
• The consumer unit. No number of ways is given. It is flagged as unpriced with the question "how many ways?".
• The connectors. A box size is missing, so the matching options are listed.

Technical choices stay with your staff and the electrician. When the list is handwritten, uncertain lines are flagged for a person to check.

Back into OGL

The approved lines come out as a UTF-8 CSV next to the PDF. If your OGL set-up has a CSV import for quotes or orders, that import is checked for your system during the pilot and the CSV can be loaded there. If not, your colleague keys the approved lines in from the draft. Either way nothing goes to a customer before approval, and each export is logged.

Pricing

Full rollout: £3,900 a month for up to 1,500 requests and 30,000 line items, or £1,290 a month for up to 500 requests and 10,000 line items, plus £5,950 onboarding that includes the £1,490 paid pilot. Team: £790 a month for 3 users. Starter: £390 a month for up to 20 requests. Team and Starter have no setup fee. How the paid pilot works ↗

Frequently asked questions