Distribution · In use

Mach Quote: bills of materials, rfqs and supplier costing.

For distributors who quote from a customer's parts list. Upload the bill of materials, price it from suppliers and distributors, and track what part of the quote was actually won.

Bolts on to Mach Core, which provides the customers, quotes, orders, invoices and documents it works with.

What it does

  • Bill-of-materials upload with automatic header detection and quantity shorthand (K and KK)
  • Supplier costing round trip: send lines out as a spreadsheet, import prices back against stable line references
  • Distributor price lookups from a single maintained registry
  • Partial wins: record the share of a quote that was won, so reports do not overstate
  • Capture a request straight from Outlook with the J-Mach add-in
Saved quotes
The quote list: status, value, valid-until and chase-by dates, and every action on the row: view, edit, copy, send the portal link, chase, log a call, PDF, turn into an order. Demonstration data.
A quote
One quote: the lines with quantity, price, cost, lead time and MOQ, and the margin the office sees but the customer does not.
New quote
New quote: salesperson, currency and exchange rates, incoterms, customer details from the saved account, and a request email parsed straight into lines.
RFQ tracker
The RFQ tracker: every request logged before it becomes a quote, with priority, due date and who is on it, and one press to draft the quote from it.
Chase calendar
The dashboard: the chase calendar, quotes to chase with the overdue ones counted, and the month's leaderboard.

Status

In daily use.

Connects to

Outlook add-in, Distributor price APIs.

Runs at

VTM UK Limited, Stackpole-Europe Limited.

Needs

Mach Core

Tell us what your business runs on today

A short conversation is enough to say whether J-Mach is the right fit and what a first step would look like. Quotations are prepared separately for each job.