Wholesale quotes and sales orders your website can prepare

{"m":{"_comment":"The order model shared by doc/wh_math (Ruby), industry.js (whCalc) and the demo. Prices in cents-safe dollars per carton, ex tax; tax 10% (the fictional business's own rate, labelled Tax). Account discounts are the Discount column of the price table, one value per line (confirmed: a Discount column with per-line values); the assistant or website sets them from the account's agreed terms, QuoteCloud does not calculate tiers. per_pallet = cartons per pallet (Tanbark's own figure, on the sheet's Rates tab); zones = Tanbark's freight rates per pallet plus a drop fee. Pallets = ROUNDUP(SUM(cartons ÷ per pallet), 0). Nothing here is stock: QuoteCloud shows no stock levels and reserves nothing.","tax":10,"drop":35,"zones":{"A":{"label":"Zone A","rate":55},"B":{"label":"Zone B","rate":68},"C":{"label":"Zone C","rate":84}},"send_limit":8000,"approve_over":20,"products":[{"id":"cup","sku":"TT-CUP12","name":"12 oz double-wall hot cup, kraft","pack":"500 per carton","units":500,"unit":"cup","list":68.0,"cost":41.2,"per_pallet":60,"cat":"Cups & lids"},{"id":"lid","sku":"TT-LID90","name":"90 mm sip lid, black","pack":"1,000 per carton","units":1000,"unit":"lid","list":42.0,"cost":24.9,"per_pallet":80,"cat":"Cups & lids"},{"id":"box","sku":"TT-BOXM","name":"Kraft takeaway box, medium","pack":"200 per carton","units":200,"unit":"box","list":54.0,"cost":32.6,"per_pallet":50,"cat":"Takeaway"},{"id":"bag","sku":"TT-BAG12","name":"Kraft SOS bag, size 12","pack":"500 per carton","units":500,"unit":"bag","list":39.0,"cost":22.1,"per_pallet":70,"cat":"Takeaway"}],"accounts":[{"id":"pinecrest","name":"Pinecrest Café Group","short":"Pinecrest","contact":"Sofia Marchetti","role":"Purchasing manager","email":"sofia.marchetti@example.com","kind":"Repeat account","tier":"Partner pricing","place":"Riverside","zone":"B","ref":"TT-SO-4471","doc_kind":"Sales order","template":"Sales order: repeat account","disc":{"cup":15,"lid":12,"box":13,"bag":15},"qty":{"cup":40,"lid":20,"box":25,"bag":12},"pay":null,"terms":"On account, 30 days","route":"send","ask":"Same as last month for Pinecrest please, plus 10 more cartons of the 12 oz cups. Delivery to the Riverside kitchen.","rule":"Tanbark's optional rule: repeat account, agreed pricing, under $8,000 → straight to eSignature"},{"id":"bellmount","name":"Bellmount Bakery","short":"Bellmount","contact":"Tomasz Wren","role":"Owner","email":"tomasz.wren@example.com","kind":"New customer","tier":"List price","place":"Northgate","zone":"A","ref":"TT-Q-4502","doc_kind":"Volume quote","template":"Volume quote: new customer","disc":{"cup":0,"lid":0,"box":0,"bag":0},"qty":{"cup":10,"lid":5,"box":20,"bag":25},"pay":100,"terms":"Full payment on signing","route":"review","reviewer":"Priti Desai","reviewer_role":"Inside sales","ask":"We're opening a second bakery in Northgate. Can I get a price on cups, lids, medium boxes and bags for the first month?","rule":"New customer: a draft for Priti to check and send"},{"id":"halyard","name":"Halyard Hotels","short":"Halyard","contact":"Amara Osei","role":"Procurement lead","email":"amara.osei@example.com","kind":"Project order","tier":"Project pricing","place":"Lakeview","zone":"C","ref":"TT-Q-4519","doc_kind":"Project quote","template":"Project quote: opening order","disc":{"cup":22,"lid":22,"box":22,"bag":22},"qty":{"cup":120,"lid":60,"box":80,"bag":70},"pay":30,"terms":"30% deposit on signing, balance on your invoice","route":"approve","approver":"Rhea Castellan","approver_role":"Director","sender":"Owen Achterberg","ask":"Opening order for the new Lakeview hotel: cups, lids, boxes and bags for the café and room service, at the project pricing Owen quoted.","rule":"Discount over 20%: In Review until the director approves (Business)"}]},"biz":{"manager":"Owen Achterberg"},"docs":{"pinecrest":{"ref":"TT-SO-4471"},"bellmount":{"ref":"TT-Q-4502"},"halyard":{"ref":"TT-Q-4519"}}}

A demo with a fictional business: nothing is sent, stored or charged. This is an example setup, not a QuoteCloud screen: with QuoteCloud's MCP service (Essentials and up), an AI assistant can be set up to find the account, create the document from your template and add catalogue lines; a Zapier step can write the carton counts into the order's Spreadsheet block. QuoteCloud isn't your store or stock system: it checks no stock levels and reserves nothing. Sending without a person happens only where your own rule allows it; approvals are Business.

How AI and MCP orders work