oto.cx

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Updating purchase prices in the catalog

Quotes always at today's price, with no re-typing of rates.

your agent otooto connected
The new timber supplier's rate sheet just came in by email. Update the catalog.
ooto · email · attachmentdone
$ gmail_message --tarif bois
→ 1 rate sheet read
ooto · catalog · matchingdone
$ catalogue_prix --comparer
→ 9 notable discrepancies
Nine notable discrepancies, mostly on battens and rafters; one item no longer in the rate sheet. The update file is ready to import.
illustrative scene · no client names
today

Rates change, the quoting software's catalog stays out of date.

Supplier rates change, the quoting software's catalog stays on old prices.

with the agent

Discrepancies flagged and an update file ready to import.

It reads the new rates (PDF, email), matches them against the catalog, flags notable discrepancies and prepares the update file.

  1. 01Read the rates. PDF or email from the supplier, whatever the format.
  2. 02Match against the catalog. Item by item, despite different labels.
  3. 03Flag discrepancies. Notable increases and decreases, discontinued items.
  4. 04Prepare the import. The update file for the quoting software.

it readssupplier ratesquoting software

what comes out

Discrepancy table and update file.

rates · discrepanciessample
terracotta tile+3.2%
27x38 battenstable
roof underlay+1.1%
the gain

Quotes always at today's price.

To get started: A catalog export and the rates received.

try it on a real case →
also worth reading

more cases: purchasing

Supplier orders from the quote

what you deal with

Re-entering quote quantities as orders, supplier by supplier.

what the agent does

Purchase orders ready, rounded up to the right pack sizes.

orders · by supplierwhat comes out
tiles · 42 palletssupplier a
battens · 180 msupplier b
zinc · 6 rollsto approve
see the case in detail →

your case

tell us what you'd rather stop doing.

we check together whether the data exists, try it on a real case from your week, you correct it, and the rule gets written down. if it doesn't work, we'll tell you.

write to alexis →reply within 48 h, in english or french.