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ERP Integration Setup

Integration Policies
Quantum
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)
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The145
AVspares
PartsLogistics
Forwarding Email RFQs to Rotabull
SkySelect
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QuickBooks Online
Public API

Automation

Automation Rules
Autoquote

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

User Guide

User guide
Settings
RFQ Inbox
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

RFQ Inbox

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

Updated 2 months ago