Distribution

Accepted quotes become sales orders, ready for your team to send

You load in the accepted quote, the purchase order and the customer agreement.

Bring a real case →See the line
Hand drawn warehouse shelving and a pallet of cartons on a pallet jack. Most cartons carry a green tick, one carries a dark flag for follow up, and the Rulefinch finch sits on top. Above, a page arrives, picks up a dark flag, then a green tick.
Today, by hand

  • Typed again

    The same order is keyed in again at each step.

  • Easy to slip

    A price mismatch, a wrong unit or a wrong ship to address is found after the order is released.

  • Held in one head

    Each customer’s agreed terms live with one person.

How it works

Down the line, step by step

Each step is held to the rules your team approved.

  1. Step 1: Loaded inThe accepted quote, the customer’s purchase order and the customer agreement.
  2. Step 2: Your rules appliedEach sales order is checked against the rules your team set.
  3. Step 3: Under your controlReview the results, resolve flagged questions, and approve changes to your rules.
  4. Step 4: Ready for your teamSales order prepared to your rules, ready for your team to review and use.

Rulefinch prepares the work. Your team sends it.

The finished job

What comes off the line

Example only, not real data

Sales order, ready for your team to send

1 to follow up
Order lines
In the unit the customer ordered
Ship to
From the purchase order
Rates
From the customer agreement
Line rate
Above the agreed rate, held for follow up

Your team follows up on the held line, then sends the order.

Held to your rules

  • Items match the accepted quote
  • Units match the purchase order
  • Rates match the customer agreement
  • Ship to matches on every document
Hand drawn: the accepted quote, the purchase order and the customer agreement arrive as files on a screen. The Rulefinch finch ticks each line of the sales order, and one line is flagged for follow up. The order waits in a tray on ticked cartons for your team to send.

Bring an accepted quote, and see the sales order it becomes

We set up the rules with you, your team approves them, and you see the finished job.

A redacted or sample copy of a real case is fine.

Bring a real case →