Support online quoting and ordering without cluttering your public catalogue.
A customer asks for a specialized component outside your regular lineup. Your team sources it, works out the price and sends over a quote. Even if you do not want that part listed publicly, the follow-up still deserves an online path.
In B2B distribution, many item codes are tied to one customer agreement, ordered rarely or quoted for a specific job. Publishing a full public product page for every one-off item quickly bloats the catalogue.
Turn a quote into a natural path to ordering.
A quote-driven workflow handles special requests differently. An authorized buyer signs into their portal and finds the exact items, pricing and terms prepared for their file.
Depending on the rules defined for your business, they can request an adjustment, route the quote for internal approval or convert it straight into an order without starting another chain of emails.
Control permissions, pricing validity and changes.
Clear boundaries need to be defined from the outset: how long quoted pricing stays valid, which quantities are allowed, who may view the file and which edits require a fresh review by your team. Simply hiding an item from navigation is not enough without proper document access controls.
In Boutik, separating public catalogue content, ERP item records and commercial documents makes it possible to design this workflow around each project’s rules.
What to clarify for off-catalogue orders
✓ Identify the special-order or account-specific items that generate the most back-and-forth after quoting.
✓ Define quote expiry rules, permitted quantity changes and approval thresholds before order conversion.
✓ Ensure access to both the quote document and underlying item records stays restricted to authorized buyers.