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Dana Ortiz

Ridgeline Mechanical Contractors

10:14 AM

Parts for Thursday pickup

Can you quote 10 boxes of 1/2-13 hex cap screws, 6 cut-off wheels, 4 cases of nitrile gloves and 12 ratchet straps for Thursday pickup?

Case log

Request read4 items found in Dana's query

Matched and priced4 of 4 items, with contract and last-paid prices

Stock checkedStraps are short 5 at SLC. 20 at Ogden

Margin checkedGloves are at 26.6%. The floor is 30%

Quote sentBrandi approved it. Dana has it in chat

HCS-12×10

CW-45×6

GLV-N8×4

RS-2-27×12

Querent

Quote Q-24817

Dana Ortiz. Pickup Thu, Oct 15

Drafting Draft ready Sent

Hex cap screw 1/2-13 x 2 in, G8

10 × $31.5032.1%

$315.00

Cut-off wheel 4.5 in, Type 1

6 × $36.0033.1%

$216.00

Nitrile gloves, 8 mil, size L

4 × $79.00Below 30% floor

$316.00

Ratchet strap 2 in x 27 ft

12 × $22.9538.1%

$275.40

Quote total, before tax

$0.00$315.00$531.00$847.00$1,122.40

Margin 32.2%

Approve and sendSent to Dana

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Every line shows where its price came from, what it earns, and whether anything needs a second look.

Items 4

Q-24817 · Ridgeline Mechanical

Hex cap screw 1/2-13 x 2 in, Grade 8

HCS-12-13-2G8, priced from last paid

10 × $31.5032.1%$315.00

Nitrile gloves, 8 mil, black, size L

Below Brandi's 30% Safety and PPE floor

4 × $79.0026.6%$316.00

Ratchet strap 2 in x 27 ft, J-hooks

Short 5 at SLC. 20 at Ogden.

12 × $22.9538.1%$275.40

Suggested by Querent+$11.50 gross profit

5 ideas, up to +$162.95

$1,122.40

Total before tax. Margin 32.2%.

Approve and send

Checked on this draft

Below floor26.6% vs 30%

Nitrile gloves, Safety and PPE

Short on stockSLC short 5

Ratchet strap. 20 at Ogden, 24 on order

Price sourceLast paid

Hex cap screw, $31.50 a box

Suggestion+$11.50 GP

Add-on found for this customer

Every quote. A clearer picture.

See what is overdue, what is aging and what is priced under a floor, with the rep who owns each one.

Draft ready1

Q-24817Oct 9

Ridgeline Mechanical Contractors

$1,122.4032.2%

Overdue. 1 line below floor

Changes requested1

Q-24790Oct 8

Ridgeline Mechanical Contractors

Dana Ortiz: "Can you hold the anchors for pickup at Ogden instead?"

$1,164.0034.9%

Overdue

Sent2

Q-24791Oct 9

Ridgeline Mechanical Contractors

$96.0035.4%

Q-24789Oct 6

Ridgeline Mechanical Contractors

$360.8034.5%

Aging

Accepted20

Q-24763Sep 21

Canyon Ridge Builders

$2,482.5833.9%

Q-24816Sep 23

Ridgeline Mechanical Contractors

$655.2528.9%

Answers customers can act on. In the same thread.

The quote goes back in Querent chat. The customer accepts it or asks for changes, and the rep sees it right away.

Customer

Dana Ortiz

Purchasing agent

CompanyRidgeline Mechanical Contractors

AccountRML-1142

RequestedFri Oct 9, 10:14 AM

Valid untilOct 25

Need 10 boxes of hex cap screws, 6 cut-off wheels, 4 cases of nitrile gloves and 12 ratchet straps. Pickup Thursday?

Hi Dana, your quote is ready: 4 items, $1,122.40 before tax, pickup at SLC on Thu, Oct 15.

Quote Q-24817 is ready

$1,122.40

Valid until Oct 25

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