Build the quote
Start from a client or planning prospect, add lines, choose tax treatment, and calculate totals server-side.
Opening CatOps…
Opening CatOps…
Commercial control
CatOps now treats quoting as an operational finance workflow. Quotes can carry customer details, product lines, pricing rules, tax treatment, internal margin signals, customer-facing PDFs, revisions, and future production preflight information.
Operational depth
Quote Wizard and Finance help beverage teams turn customer requests into controlled estimates that can be reviewed before they become production commitments.
CatOps keeps customer-facing quote totals separate from internal cost, margin, shortage, pricing-rule, tax-treatment, and planning-risk details.
That structure helps co-packers, warehouses, and beverage operators quote work with clearer operational assumptions and cleaner handoff into planning.
What is included
Workflow
Start from a client or planning prospect, add lines, choose tax treatment, and calculate totals server-side.
Check margin warnings, material risk, lead-time confidence, and pricing-rule comparison internally.
Generate a customer-facing quote that only exposes approved descriptions, prices, terms, and totals.
Accepted quotes can feed planning as production candidates without reserving inventory or creating jobs yet.
Why it matters
Turns quoting into a controlled pre-production workflow
Protects internal costs from customer-facing output
Sets the foundation for QuickBooks estimates, invoices, deposits, and payment tracking later