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Quickstart

Welcome!
Adding your teammates
Branding
Onboarding Checklist

ERP Integration Setup

Integration Policies
Quantum
AvSight
- AvSight Stockline Sync Details
- AvSight Sync Frequencies
Pentagon 2000
Other ERP Systems

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

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
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 4 months ago

Sender Authentication (Custom Email Domain)

Quote Form - Company Match & Bulk Actions