How to use ForgeQuote /

Before you begin

Explore the overview and insight screens with example records, or open the private dashboard to see metrics calculated from your saved workflow records.

Create an account in ForgeQuote and work in its own private workspace. Accounts and records from another Lumia product are separate. Industrial distributors, small manufacturers and technical sales operators whose quotations use a maintained SKU catalogue and whole-unit quantities.

Follow the workflow below to understand the application. Contact Lumia for a guided walkthrough; account access is private. An exported file reflects the record at the time of export.

Name the commercial basis

Create a catalogue using the supported currency, tax basis points and a meaningful rate-version label. Add unique SKUs, descriptions, units and integer minor-unit prices. Review the catalogue before quoting from it. Use a separate price version when commercial rates change rather than assuming a saved quotation has automatically adopted a new rate.

Read the enquiry with its context

Enter the authorized RFQ text and select relevant catalogue context. Optional extraction suggests SKU, quantity and unit alongside a source quotation. Compare every extracted requirement with the original text. Unknown items and missing details require clarification; a model response does not provide authority to invent a catalogue price or substitute a different specification.

Build and review the quote

Create source-linked lines with positive whole quantities. Check descriptions, units, currency and the named price version. Inspect subtotal, tax and total, then resolve each recorded exception before approval. If a quantity changes, save the revision and review its new digest rather than attempting to approve an earlier version of the calculation.

Approve and export deliberately

An owner approves the reviewed quote revision. Download its PDF or CSV for the next commercial step and retain the source references with the document. The exported state distinguishes a draft from an approved quote. Sending a quotation, accepting an order or updating a CRM remains a separate operator action in the tested local installation.

Operating the product

Start with the public interface preview to explore overview and insights using example records. Open /dashboard for account-scoped metrics calculated from your saved records, or /desk for the underlying workflow.

Keep a named, reviewed price catalogue and an accountable owner for each change. Check the version label on the saved quote and export.

When a stale-version or stale-digest response appears, reload the quote and review the current quantities and exception resolutions before approving again.

If extraction is unavailable or incomplete, enter and review requirements manually. Do not turn a missing provider or unknown SKU into an assumed price.

Retain quotation records, source references, catalogue snapshots and exports in the application's backup scope. Test the intended commercial handoff separately before using it with customers.