Business Tools · Operations
Requests for a price, from your catalogue.
A customer fills a basket on your public catalogue or website and asks you to price it. One step makes it a quotation.
What it does
Customer baskets, lines to be priced and quotations
Part of the Operations set. A request you can price comes from a customer, keeps their whole basket, and becomes a quotation.
How a request arrives
- From your public catalogue
- Beside checkout, the basket offers to send it to you for pricing instead. The choice appears once this part is on.
- From your website
- A website connected to your catalogue can send the same request.
- Nothing to pay
- No payment is taken. The customer is told your team will review the request and share a quotation.
- Items with no price
- They are left out of checkout, but they can go in a request.
- A number to quote back
- The customer sees the request’s number on screen and is asked to keep it.
What it holds
- The whole basket
- Every item the customer chose, with its quantity.
- Lines already priced
- Items with a price in your catalogue are priced as an order would be, with GST split by your branch and the customer’s state.
- Lines to be priced
- The rest are marked to be priced, with their HSN code, unit and tax rates already carried.
- The customer
- Matched to a customer you have by phone or email, or added — exactly as for an order — with their contact details and addresses.
Priced as a quotation
- One step
- Convert to Quotation opens a new quotation filled in with the customer and every line.
- Yours to change
- Priced lines keep their price and the rest start at zero. Any price or quantity can be changed before you save.
- Linked back
- Once saved, the request is marked converted and points to its quotation.
- Open or converted
- The list shows which are still waiting, searched by number, name, phone or email, and filtered by date.
Your website can show the same catalogue, prices and stock: live records on your website →
From basket to quotation
A basket with gaps, filled in on the quotation
A customer can ask about anything in your catalogue, priced or not. The request keeps both, and the quotation is where the gaps are filled.
What your catalogue already priced
Lines with a price in your catalogue arrive priced, GST and all, worked out the way an order would be.
What is left for you
The rest arrive marked to be priced. Their HSN code, unit and tax rates come with them, so only the price is yours to add.
One quotation, every line
Convert it, and a new quotation opens with the customer and every line in place: priced lines at their price, the rest at zero. Fill them, change what you like, save — and the request points to its quotation from then on.
Hand-offs
From your catalogue, through the customer, to a quotation
A request is made from the catalogue, sent by a customer, and finished as a quotation in Finance.
Catalogue →
The public catalogue the request is sent from, and the items, prices, HSN codes and tax rates its lines carry.
Customers →
Whoever sends a request is matched to their customer record, or added as a new customer.
Quotations →
Where a request ends up: an ordinary quotation, filled in from it, and linked back to it.
What it costs
The price of requests to price
It comes in the Operations set with Catalogue, Stock and Orders, priced per person per month. Projects is an add-on to the set.
Operations
₹99.00₹89.10a person, a month
₹267.30 a person for the 3 months, paid at the start.
Paid every three months, the shortest term the set is sold on. Prices exclude GST.
- Priced per person
- Each seat is one person who can sign in, and the set is priced on every seat.
- Longer terms cost less a month
- Every term and every add-on is priced on the pricing page.
Before you start
Questions about requests to price
The ones asked before a customer’s basket is trusted to it, answered as they are — including the ones where the answer is no.
No. A request to price comes from the customer, through your public catalogue or a connected website. When a customer asks by phone or in person, your staff make the quotation directly in Quotations.
No. It becomes a quotation. An order is placed by the customer at checkout, or made by your staff in Orders.
Nothing is sent to the customer from this part. They see the request’s number on screen when they send it, and the quotation is yours to share with them.
No. It is a customer’s request for a price, not an internal requisition. It raises no purchase, and it does not touch stock: stock changes only on the stock screens.
No. A request stays open until you make it a quotation, and the list lets you filter by status to see only those still waiting.
Send a request and price it, in the demo
Bring a few of your items, and we will send a request from a catalogue and make its quotation with you.