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Quickstart

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

ERP Integration Setup

  • Integration Policies
  • Quantum
    • Quantum Deal Insertion Details
    • Quantum Stockline Sync Details
    • ERP Sync Frequencies
    • Quantum Condition Code Types
    • Quantum Quote Groups
    • Quantum Cloud
    • Quantum Documents and Images
  • AvSight
    • AvSight Stockline Sync Details
    • AvSight Sync Frequencies
  • Pentagon 2000
  • Smart145
  • Other ERP Systems
    • ERP Data Guide
    • SFTP inventory uploads
    • No ERP System

Marketplace Integration Setup

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

Other Integrations

  • Public API
  • QuickBooks Online
  • Email List

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
  • Alerts and Notifications
  • Data security and privacy

Invoicing and Payments

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

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

  • Settings
  • Send a Quote
    • Advanced Quote Functionality
    • Inventory
  • Set up an automatic email forwarding rule
  • Upload Inventory to Rotabull (manually)
  • Deals
    • Add a Deal (manually)
    • Deal History
    • RFQ Priorities
  • Custom Listing Rules
  • Price Lines
  • Trending Part Numbers
  • Company Match
  • Reports
  • Inbox Views
  • Quote View
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RFQ Inbox

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

Updated 8 months ago


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