The catalogue every quote is matched against
One catalogue of products described by schemas, filtered by their attributes and priced by rules.
Your own workspace, right now.
30 minutes with us on your own job.
The catalogue grid holding the first 6 of the 10 mm endmills in a cutting tool catalogue, with SKU, end type, flutes, coating, price, stock and lead time.
What is in it
Import CSV, XLSX or REST feeds, map them to a schema and the AI matches requests against them.
Products
Search the grid and filter by any attribute the schema marks as a filter.
The catalogue filter rail over a 300 endmill file, narrowed by end type, flutes, coating and diameter for one request line to the one product that fits it.
Schemas
Start from a preset schema, read one from a file or build your own.
The Cutting tools schema from the preset library: the product form its fields produce and the filters it adds to the catalogue grid.
Imports
Map columns, check the rows, import; REST feeds refresh nightly or on demand.
Pricing
Quantity breaks by product, category, schema or service, on every quote line.
Suppliers' prices
Every supplier's price for a product side by side, the best picked out.
It follows your products
Switch a product on and what it brings to this area appears here.
How Products follows the products a workspace switches on: Sales Engineer on its own, then each product that brings a view of its own (Source: Suppliers' prices), drawn by the platform's own switcher for each setup.
Source adds Suppliers' prices, for roles that see cost
Questions
- Product data lives in supplier files and spreadsheets, so matching a request means reading them by hand.
- CSV and XLSX files through the import wizard, or a REST API feed refreshed daily or on demand. An interrupted import resumes where it stopped.
- No. The core fields load a working catalogue on their own; a schema from the library adds the attributes buyers filter on.
- No. Headings are matched to each field's name and synonyms by fixed rules, and you can change any mapping before the import runs.