Quoting software for Business Central
Business Central quoting and order entry,
with your reps in control.
ChannelFlex reads the RFQs and purchase orders that land in your inbox, checks each line against your Business Central items and customers, and flags what it can't place. Your rep reviews the quote, and when they approve it, the sales order is created in Business Central without retyping a line.
How it fits
From request to approved order for Business Central
Most Business Central desks get a mix of PDFs, spreadsheets, and a few lines typed into an email. ChannelFlex reads all of them, so your reps start from a draft instead of a blank order.
The request lands in your inbox
An RFQ or a PO arrives as a PDF, a spreadsheet, or a few lines of email. Forward it to ChannelFlex, or let a shared mailbox do that for you.
Lines it can't place, flagged with the reason
A part number that fits two items, or a request from a customer it can't tie to an account, is flagged with the reason. The other lines carry a proposed match to your Business Central items, with a confidence score. Your rep fixes anything wrong and approves the draft.
Business CentralThe sales order is created in Business Central
The approved quote becomes a sales order in Business Central with the customer, the items, and the quantities filled in. Your team handles picking, shipment posting, and invoicing in Business Central. No rekeying.
What IT provides
- An API user for your Business Central environment with access to items, customers, and sales documents
- The environment and company ChannelFlex should work in
- Any item categories to leave out, such as inactive, internal, or non-stock items
We confirm the records and access your Business Central setup needs before work starts.
What stays in Business Central
- Pricing, discounts, and margin rules
- Inventory and availability
- Customer records, credit, and terms
- Sales orders, posted shipments, and invoices in Business Central
Your team keeps working in Business Central the way it does today.
Which desks run it
Built for the desks that run Business Central.
Every trade writes its requests differently. Pick yours to see what your reps actually get and how ChannelFlex reads it.
- Plumbing SupplyFixture schedules, counter lists, and half a part number.
- HVAC/REquipment plus parts, nameplate model numbers, and peak-season volume.
- Pipe, Valves & FittingsSize, schedule, material, class, and ends on every single line.
- ElectricalCross-refs, wire put-ups, and a 200-line bid package due at noon.
- Building Materials & InsulationTakeoffs with R-values, widths, and square footage instead of SKUs.
- Hose, Hydraulics & Fluid PowerHose assemblies, adapter lookups, and custom builds described in one sentence.
- Metals, Pipe & TubeGrade, dimension, cut lists, short stock, and a replacement cost that moved this week.
- Industrial MRO & Cutting ToolsShort RFQs all day, competitor part numbers, and a pricing call on every quote.
Running a different ERP?
Running something not listed? We work with many more. See every ERP
Questions
Questions about ChannelFlex and Business Central.
No. Business Central keeps your items, customers, pricing, inventory, and orders. ChannelFlex prepares the quote from the incoming request, between the inbox and Business Central.
An API user with access to items, customers, and sales documents, plus the environment and company ChannelFlex should work in. Your Business Central administrator confirms the environment, company, and access permissions before setup.
After the connection and a catalog check, your reps review drafts from everyday RFQs and POs. They compare item matches, customer accounts, and quantities with the requests before approving.
Your rep. ChannelFlex shows what matched, what it flagged, and why. The rep fixes anything wrong and approves the quote. Nothing reaches Business Central before that.
When the rep approves the quote, ChannelFlex creates the sales order in Business Central with the customer, the items, and the quantities filled in, and your team picks it up where they always have. The quote, the rep's changes, and the order number stay on the request in ChannelFlex.
Bring your IT questions.
We'll walk a sample request from the inbox to an approved order for Business Central, and leave time for whatever your team needs to know about the setup. About 30 minutes.