01
Pricing rules made explicit
The discounting logic — volume bands, customer tiers, exceptions — was documented and encoded, which surfaced several rules that different salespeople had been applying differently.
Trading · 2023
Quotation & Inventory Platform
A trading business quoted from a price list that moved weekly and a stock position held in a separate system. Quotes were assembled by hand in spreadsheets, which made them slow and — more expensively — occasionally wrong.
- Custom software
- Pricing engine
- Inventory
Minutes
Quote turnaround
100%
Priced from live data
2023
Delivered
Custom Software
Discipline
The problem
What we walked into.
Quotes rebuilt by hand from a price list that changed weekly.
Quotes built manually against a price list that was often already superseded
No stock check at quote time, so items were sometimes quoted that could not be supplied
Volume and customer-specific discounting applied inconsistently between salespeople
No record of what had been quoted at what price, making follow-up guesswork
The approach
How it was built.
02
Quotes priced from live data
The engine reads current pricing and live stock at the moment the quote is built, so a quote cannot be issued against a superseded price or an item that is not available.
03
Stock checked at quote time
Availability is visible while the quote is being assembled rather than discovered after the customer has accepted it.
04
Quote history retained
Every quote is stored with the pricing that applied when it was issued, so follow-up conversations start from fact rather than recollection.
05
Integrated rather than replaced
The existing inventory system stayed. Building the connective tissue was a fraction of the cost of replacing a system that was working, and it shipped in weeks.
The outcome
What changed.
Quotation engine wired to live stock and current pricing.
Quote turnaround reduced from hours to minutes
Every quote priced from live data, removing superseded-price errors
Discounting applied consistently across the sales team
Complete quote history available for follow-up and margin review
Capabilities used
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