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Operator Playbooks

Customer-specific lead times on wholesale quotes

2 min read

Wholesale quotes should show the lead time that applies to that account or line class, as a clear commercial field the buyer can trust, not a vague email note. Week one on Parcel Build is that first working version: defaults, override on the quote, visible on portal and PDF. You own the code. Flat monthly. See custom software for wholesalers. If customer-specific lead times on quotes is the gap, start a free 30-day build.

How do you put lead times on quotes without building an ATP engine?

Treat lead time as a commercial field, not a live inventory promise. Week one can set defaults by account or SKU class, allow an override on the quote, and show the same label on the portal quote and the PDF the buyer shares. That is enough for buyers to trust the term without an available-to-promise science project.

On Parcel Build, week one is a first working version of that field path. Flat monthly. You own the code.

Why "ship ASAP" tribal notes break trust when accounts expect different standards

Some accounts expect stock ship windows. Others plan around made-to-order weeks. When the quote only says "ship ASAP" in a side note, each buyer hears a different promise. Sales then spends time clarifying what the quote already should have stated.

A named lead-time field on the quote keeps the commercial term visible. Defaults reduce retyping. Overrides stay when a line needs a different label.

What stays out of month one

Defer global order promising. Defer carrier transit math as the primary job. Defer multi-node available-to-promise projects. Month one is a clear lead-time field with defaults and quote-level override for known accounts.

FAQ

Can lead times default by account and still be edited per quote?

Yes. Week one can store an account or class default and still let your team edit the field on a single quote before the buyer sees it.

Does week one need live ERP available-to-promise dates on every line?

No. Week one is a commercial lead-time label the buyer can trust on portal and PDF. Live promising engines can wait until that field path earns its keep.

Next step

If customer-specific lead times on wholesale quotes is what feels hardest, start a free 30-day build. Name that gap on the form. We scope a free 30-day build on that problem: first working version in week one, flat monthly after if you want to continue.