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Quickstart

  • Welcome!
  • Adding your teammates
  • Branding
  • Onboarding Checklist

ERP Integration Setup

  • Integration Policies
  • Quantum
    • Quantum Deal Sync Details
    • Quantum Stockline Sync Details
    • ERP Sync Frequencies
    • Quantum Condition Code Types
    • Quantum Quote Groups
    • Quantum Cloud
  • Other ERP Systems
  • Pentagon 2000
  • No ERP System
  • SFTP inventory uploads
  • ERP Data Guide
  • AvSight

Marketplace Integration Setup

  • Inventory Locator Service (ILS)
  • PartsBase
  • b2b-aero (OneAero MRO)
  • StockMarket
  • ePlane
  • Locatory
  • The145
  • AVspares
  • PartsLogistics
  • Forwarding Email RFQs to Rotabull
  • SkySelect
  • Email List

Other Integrations

  • QuickBooks Online
  • Public API

Automation

  • Automation Rules
  • Autoquote
  • How to Block Buyers

Vendor Quotes

  • Vendor Quote Introduction
  • Navigation and Usage
  • Data and Reporting

Account Management

  • Managing users
  • User Permissions
  • Data security and privacy
  • Alerts and Notifications
  • Set up an automatic email forwarding rule

Invoicing and Payments

  • Enabling payments
  • Sending invoices and processing payments
  • Editing an Invoice
  • Refunding a payment
  • Receiving a payout
  • Handling a dispute

Customization

  • Customizing your quote templates
  • Sender Authentication (Custom Email Domain)

Training Videos

  • RFQ Inbox
  • Quote Form - Company Match & Bulk Actions
  • Quote Form - Line Items

User Guide

  • User guide
  • Settings
  • Add a Deal (manually)
  • Send a Quote
  • Advanced Quote Functionality
  • Deal History
  • Trending Part Numbers
  • Company Match
  • Inventory
  • Reports
  • Deals
  • Quote View
  • Custom Listing Rules
  • Inbox Views
  • Upload Inventory to Rotabull (manually)
  • RFQ Priorities
  • Price Lines

RFQ Inbox

This video covers the RFQ inbox, where you can view and manage the RFQs you have received in Rotabull.

Updated about 22 hours ago


Sender Authentication (Custom Email Domain)
Quote Form - Company Match & Bulk Actions