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Distributor workflow

Review open quotes that may be affected by price changes.

Upload a new manufacturer price list and active quote export. Partrek shows which quotes may be affected, which items need review, and where estimated price exposure may exist.

Read Active Quote Exposure guideCheck price list changes

Inputs

New/current manufacturer price list, active/open quote export, optional old price list, and optional margin target.

Outputs

Affected quotes, below-margin rows, requote list, expiring-soon quotes, unmatched items, and audit summary exports.

Guardrails

No customer communication is sent automatically. Margin and exposure math are estimates based on user-provided files and need review.