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ERP Integration Setup

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Marketplace Integration Setup

Inventory Locator Service (ILS)
PartsBase
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Forwarding Email RFQs to Rotabull
SkySelect
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QuickBooks Online
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Automation

Automation Rules
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Account Management

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Set up an automatic email forwarding rule

Invoicing and Payments

Enabling payments
Sending invoices and processing payments
Editing an Invoice
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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)
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Advanced Quote Functionality
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Inbox Views

RFQ Inbox

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

Updated 6 days ago