Quoting software for Prophet 21
Prophet 21 quoting and order entry,
with your reps in control.
Desks on Prophet 21 quote everything from a forty-tag fixture schedule to a one-line hose assembly. Whether the request arrives as a PDF, a spreadsheet, a counter photo, or an email, ChannelFlex checks each line against your items and the customer and drafts the quote. When your rep approves it, the sales order is created in Prophet 21.
How it fits
From request to approved order for Prophet 21
The request might name your part number, a competitor's, or only a description. ChannelFlex checks each one against your Prophet 21 items and flags uncertain matches for your rep.
The request arrives however the customer sent it
A bid package as a PDF, a cut list in a spreadsheet, a photo of a counter list, or a contractor's email with half a part number. Forward it to ChannelFlex or route a shared mailbox there, and ChannelFlex queues it for your desk.
Uncertain lines flagged with a reason
A description can fit two Prophet 21 items, and a quantity can come in a unit your desk doesn't sell by. ChannelFlex flags those lines with the reason and scores the rest of its proposed matches. Your rep corrects the draft, confirms the customer, and approves.
Prophet 21The order is created in Prophet 21
ChannelFlex connects to Prophet 21, so the approved quote becomes a sales order under that customer with every line and quantity in place. Picking, shipping, and invoicing carry on from there. Nothing gets retyped.
What IT provides
- An API user for Prophet 21 with access to items, customers, and sales documents
- The Prophet 21 company ChannelFlex should work in
- Any item categories to leave out, such as discontinued, internal, or non-stock items
We confirm the records and access your Prophet 21 setup needs before work starts.
What stays in Prophet 21
- Pricing, contract pricing, and margin rules
- Stock and availability across branches
- Customer accounts, ship-to addresses, credit, and terms
- The sales order itself, picked, shipped, and invoiced in Prophet 21
Your team keeps working in Prophet 21 the way it does today.
Which desks run it
Built for the desks that run Prophet 21.
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 Prophet 21.
No. Prophet 21 keeps your items, customers, pricing, inventory, and orders. ChannelFlex prepares the quote from the incoming request, and your team keeps working in the Prophet 21 screens they already know.
An API user with access to items, customers, and sales documents, plus the Prophet 21 company ChannelFlex should work in. Your Prophet 21 administrator confirms the company and the user's permissions. Tell us about any item categories to keep out of matching, such as internal or discontinued items.
The connection to Prophet 21 comes first, then a check of how your items are described: part numbers, descriptions, and the units you sell in. Then your inside sales reps run everyday requests through ChannelFlex while a lead spot-checks item matches, customers, and quantities against the original requests.
Your inside sales rep, every time. ChannelFlex shows which lines matched and which it flagged, with the reason for each flag: a part number it couldn't place, a description that fits two items, or a quantity in a unit you don't sell by. The rep corrects those lines, confirms the customer, and approves. Nothing is written to Prophet 21 until then.
ChannelFlex creates the sales order in Prophet 21 for that customer, with every approved line and quantity, and your team handles it like any other order. The quote, the rep's changes, and the Prophet 21 order number stay on the request in ChannelFlex, so anyone can trace a line to its source email.
Bring your IT questions.
We'll walk a sample request from the inbox to an approved order for Prophet 21, and leave time for whatever your team needs to know about the setup. About 30 minutes.