Quoting software for Infor CloudSuite
Infor CloudSuite quoting and order entry,
with your reps in control.
Requests for your Infor CloudSuite desk arrive as fixture schedules, bid packages, and RFQs written in a competitor's part numbers. ChannelFlex reads each one, checks the lines against your catalog and customer list, and flags what needs a decision. Your rep reviews the draft, and the approved quote becomes an order ready for Infor CloudSuite.
How it fits
From request to approved order for Infor CloudSuite
A request for your Infor CloudSuite desk starts outside it: in an email, a PDF, or a photo from the counter. ChannelFlex does the reading and matching, so your reps start from a draft.
The request shows up by email
A fixture schedule, a bid package, a counter list photo, or a short RFQ written in competitor part numbers. Forward it to ChannelFlex, or point a shared quotes mailbox at it, so nobody retypes the request first.
Proposed matches, with the reason shown
A competitor number or a model number off a nameplate can point to more than one item. For each line ChannelFlex shows its proposed match, the confidence score, and the size, schedule, model number, or cross-reference behind it, and it flags the lines it can't place. Your rep fixes those and approves the draft.
CloudSuite DistributionAn order ready for Infor CloudSuite
The approved quote becomes an order ready for Infor CloudSuite Distribution, with the customer account, your part number on each line, and quantities in the units your desk sells by.
What IT provides
- Your product and customer records from Infor CloudSuite, so matching runs against what you actually sell
- A sales contact to review the customer account, item matches, quantities and units before approval
We confirm the records and access your Infor CloudSuite setup needs before work starts.
What stays in Infor CloudSuite
- Customer pricing, contract prices, and margin rules
- Inventory, availability, and warehouse assignment
- Customer accounts, credit holds, and terms
- The order of record, priced and billed in Infor CloudSuite
Your team keeps working in Infor CloudSuite the way it does today.
Which desks run it
Built for the desks that run Infor CloudSuite.
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.
- 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 Infor CloudSuite.
No. Infor CloudSuite Distribution, with Distribution SX.e at its core, keeps your products, customers, pricing, inventory, and orders. ChannelFlex prepares the quote from the incoming request, with proposed matches and flagged lines for your rep to review.
Your product and customer records from Infor CloudSuite, so ChannelFlex matches against what you actually sell, and a sales contact who reviews the customer account, item matches, quantities, and units on the first drafts.
Once we have your product and customer records, we test the matching on the requests your desk sees most: fixture schedules, bid packages, counter lists. Then your reps run real RFQs through ChannelFlex and compare each draft's item matches and quantities with the request before approving.
Your rep. For each line ChannelFlex shows the match, the confidence score, and the schedule, model number, or cross-reference behind it. The rep corrects what's wrong, makes the judgment calls, and approves. Until then, nothing goes to the customer.
The quote becomes an order ready for Infor CloudSuite, with the customer account and your part number and quantity on each line, in the units your desk sells by. The quote and the rep's changes stay with the request in ChannelFlex, so there is a record of what was approved and why.
Bring your IT questions.
We'll walk a sample request from the inbox to an approved order for Infor CloudSuite, and leave time for whatever your team needs to know about the setup. About 30 minutes.