Every bespoke quotation required several manual calculations.
Staff looked up product components, pallet capacity, delivery rates and costs before deciding how much saving could be shared without weakening the margin.
potentially returned daily at 20 quotes a week
Based on the stated quote volume, not a measured saving.Work passed from task to task.
- Find component costs
- Build delivery calculation
- Check price and margin
- Send working for approval
A controlled calculation now produces a reviewable price.
- Load governed product data
- Calculate delivery plan
- Protect cost and margin
- Approver reviews result
Complex customer quotes built in minutes, without losing margin.
The new process calculates the physical delivery plan, customer price, gross profit and margin while allowing an approver to correct and authorise the result.
- 01
Combined product, capacity, delivery and postcode rules
- 02
Created one deterministic pricing calculation
- 03
Separated the simple customer price from the detailed approval view
- 04
Snapshotted every input, correction and approval decision
Complex quotes move quickly without giving margin away.
Faster, consistent quotations improve the chance of winning the order while the approval controls protect the margin on every sale.
Time-return figure is a potential saving at the stated workload; it is not a measured post-launch result.This is a genuine project for a business whose identity and internal data are not published. The step-by-step illustration explains the process; it is not a screenshot or a live demo of the client’s systems.
Scope of the result. The quoted 1–2 hours is a potential daily saving at a workload of 20 quotes a week, as stated above. It is not a measured saving promised for every team. The completed build combined product, pallet-capacity, delivery and margin rules, and recorded inputs, corrections and approval decisions. An approver could correct and authorise the result.
Published by WeekFound Ltd. WeekFound was founded by Jake Lawton after more than ten years working across finance, operations and process improvement. Read Jake’s background.
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