12Hardware & Building Supplies · Custom software

Quotation-to-order workflow for a building materials supplier

Large project quotations with many line items, revised repeatedly before becoming an order.

  • Versioned quotations
  • Line-item revision history
  • Quotation-to-order conversion
  • Agreed-price carry-through
Discuss a Similar ProjectAbout Custom software

The problem

Quotations were built in spreadsheets and emailed. Revisions multiplied, and when an order arrived nobody was certain which version it referred to. Pricing agreed during negotiation was frequently lost when the order was entered.

What we built

We built quotations as versioned records, so each revision is kept and the order is created from a specific version. The agreed pricing carries into the order automatically rather than being re-keyed.

Modules delivered

  • Versioned quotations
  • Line-item revision history
  • Quotation-to-order conversion
  • Agreed-price carry-through
  • Approval on discount
  • Win/loss tracking

What changed

What the delivered system does differently from the process it replaced.

  • Orders are traceable to the exact quotation version they came from
  • Negotiated pricing carries through without re-entry
  • Quotation history is available during a dispute

Built with

The stack chosen for this build.

  • Next.js
  • TypeScript
  • PostgreSQL

Why this customer is not named

Most of our customers allow the work to be described but not their name published. Where a customer has given permission, their name and testimonial appear here.

Independent accounts of our work are published by customers themselves on our Facebook reviews page.

Multi-branch hardware store with shared stock and branch-level pricing A hardware chain running each branch on its own books, needing one stock position across all of them without losing branch-level pricing control.Hardware wholesaler handling the same item in multiple units of measure Cement, pipes and fittings bought by the tonne or bundle and sold by the bag or length, with stock and margin correct in both.Hardware counter billing that keeps working when the line drops A busy trade counter that could not stop selling because the internet did.Credit customers, limits and settlements for a building supplier A supplier selling to contractors on account, needing credit control the counter can enforce.

Does this look like your problem?

If any of this is familiar, the first step is the same one this project started with: a free requirement study that ends in a written scope and a fixed price.

Discuss a Similar Project +94 71 411 1100 WhatsApp
SYODONTECH
Quotation-to-order workflow for a building materials supplier | Case Study | Sydon Tech