Quote & order management
Multi-version quoting through to confirmed, fulfilment-tracked orders.
Raytio Quote & order management handles the commercial lifecycle from an initial price quotation through to a confirmed sales order. Quotes support multiple pricing revisions before a customer commits, and orders track fulfilment from placement through to shipment. Quotes reference parties - they may go to prospects - while orders reference registered customers.
Capabilities
A quote has three levels.
- Headers hold the commercial relationship.
- Versions capture pricing revisions without losing earlier proposals.
- Lines hold the priced items.
Estimates can be issued to prospects who are not yet formal customers, with distinct sold-to and ship-to sites.
Each line carries unit and extended prices, at both list and quoted levels. Original and quoted items are recorded, with a relationship type explaining any substitution.
Each line tracks ordered, cancelled, fulfilled and shipped quantities. Scheduled and actual ship dates are recorded.
A single line can be held or cancelled without affecting the rest of the order.
Accepting a quote carries its detail across to a new order.
- The commercial terms.
- The resolved items and agreed prices.
- The accepted version's price list.
Order and quote-line data import in validated batches with per-row status and a batch summary.
Notable details
The order is priced from the list version the customer actually agreed to.
Quotes are three-level to support revisions; orders are two-level because confirmed pricing is fixed.
Part of Operate · Read the documentation →
Verified customers, protected data, and agents you can hold to account.