Overview:
Many companies in the PC Consulting and IT industry purchase products from PC industry distributors such as D&H, Ingram Micro, SYNNEX and Tech Data.  It is very important to these companies to have access to real-time pricing and availability information so that they have all the tools they need to get product to their customer fast and as low priced as possible.  Having access to real-time pricing gives the company the ability to deliver last minute price savings to their customer. Having access to real-time availability gives the company the ability to know if the product will ship today, or if it will be backordered.  Since a backordered product cannot be shipped to a customer, knowing that a product is backordered before placing an order will give you the tools you need to make a good purchasing decision.

A real-time data module using our DataOnDemand^TM  technology is available for QuoteWerks that delivers D&H, Ingram Micro, SYNNEX and Tech Data real-time pricing and availability to QuoteWerks users (For details on the D&H, Ingram Micro, SYNNEX and Tech Data real-time offerings and how to get setup to use their services click here).  The Ingram Micro real-time pricing and availability works with both the USA and Canadian divisions of Ingram Micro.  The Tech Data real-time pricing and availability works with both the USA and Canadian divisions of Tech Data.  The SYNNEX real-time pricing and availability works with both the USA and Canadian divisions of SYNNEX.  The real-time data module licensing and pricing is based on the "reserved concurrency" model. Whenever a user on the network uses the real-time data module, a license is reserved for that user and is not released until the user exits QuoteWerks.  The number of real-time licenses does not need to match the total number of QuoteWerks licenses.

The real-time pricing and availability features are integrated into many areas of QuoteWerks such as:

The Product Lookup window:
From the Product Lookup window, you can select a product, right-click, and select the Real-time Pricing and Availability menu item. This will display the real-time data window. If you click on the [Accept] button, the Cost, List and Availability numbers in the database will be updated with this real-time data.
 

 

The Refresh with Latest Pricing feature:
When you select the Tools|Refresh with Latest Pricing menu, you will be asked if you want to refresh the pricing using the offline database, or the real-time data.

The Refresh with Best Pricing feature:
When you select the Tools|Refresh with Best Pricing menu, you will be asked if you want to refresh the pricing using the offline database, or the real-time data.

The Vendor Price Comparison Worksheet:
From the Vendor Price Comparison Worksheet, you can click on the ellipsis button to the right of the Vendor price. This will display the real-time data window. If you click on the [Accept] button, the Cost of the item listed in the comparison worksheet will be updated.

On this worksheet, you can easily compare prices between vendors.

You can use the toolbar buttons to automatically Source item(s) from the Vendor that best matches your needs. There are 3 different options:

Source item(s) from best cost vendor
This option simply finds the vendor with the lowest cost even if the vendor does not have any stock of the item.

Source item(s) from best cost vendor with Stock
This option sources the product from the lowest cost vendor that actually has the item in stock.

Source item(s) from best cost vendor with Stock in Preferred Warehouse
This option sources the product from the lowest cost vendor that actually has the item in stock at your preferred warehouse.
 

Availability
Once you have retrieved real-time pricing & availability, as you hover the mouse over the price cell, the availability will be displayed.

Lowest Price indicator
You may notice that one of the vendor�s price cells is green, and the rest are black.  QuoteWerks will determine which vendor�s price is the lowest, and will change the color of the price to green making it easier for you to identify the lowest price.

The Add Item Assistant:
From the Add Item Assistant, you can click on the lightning bolt button. This will display the real-time data window. If you click on the [Accept] button, the Cost and List numbers in the Add Item Assistant will be updated with this real-time data.