Branch view
- Affected quotes
- Lines affected
- Quotes below margin target
- Quotes expiring soon
- Rows needing review
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Products
BOM Health CheckCheck a single export for data quality issuesBOM CompareCompare revised BOMs and material exportsMaterial DeltaEstimate the cost impact of revision changesPrice DeltaTrack price movement, quote exposure, and approved alternate pricingQuote CompareValidate supplier quotes against your BOMReview PacksCarry source links, notes, and review status behind changed rowsPrice List CheckFreeCompare two manufacturer price listsQuote CleanupFreeFlag quote-file junk before comparingDuplicate Part FinderFreeFind repeated part numbers before handoff
Solutions
Branch managers
Review open quotes that may be affected by price changes.
Upload a new price list and active quote export. Partrek shows which quotes may be affected, which items need review, and where estimated price exposure may exist.
Browser-local workflow by default · Quality checks stay visible · Support docs explain assumptions
Missing prices are not treated as zero
Unit, currency, and pack changes block trusted totals
Exports include review notes, privacy notes, and disclaimers
Action list
- Review quote
- Requote before acceptance
- Update cost basis
- Confirm unit
- Confirm currency
- Confirm pack size
Careful wording
Partrek says quotes may be affected and need review. It does not automatically email customers or mark a quote as bad.
Distributor workflow
From price update to requote list.
Old price list -> new price list -> Price List Check
New price list + active quotes -> Active Quote Exposure
Customer BOM / buy list + supplier quote -> Quote Compare
Start with one file update