Sales & CRM

Bulk Item Quotations

Turn spreadsheet RFQs into matched, reviewed, priced, approved, and exportable quotations.

LiveERPGCC

Capabilities

  • Upload an Excel RFQ
  • Map incoming columns
  • Match lines to the product catalog
  • Review unresolved or ambiguous items
  • Apply pricing and approve the quotation
  • Export approved output to Excel or PDF

How it works inside the ERP

  1. Upload an Excel RFQ
  2. Map incoming columns
  3. Match lines to the product catalog
  4. Review unresolved or ambiguous items
  5. Apply pricing and approve the quotation
  6. Export approved output to Excel or PDF

Important scope note

Approved or exported batches are locked to preserve the reviewed result.

Product evidence

This description was reviewed against user-visible interfaces and behavior in:

  • public/modules/bulk-item-quotations/view.html
  • public/modules/bulk-item-quotations/logic.js
  • functions/bulkQuotationHandlers.js