Orders & fulfilment
asks first
Lists pending quotes with their items, totals and messages, then approves or declines each one with your reason. Needs Wholesale Quotes.
Show me all pending wholesale quotes, oldest first. For each one, give me the quote number, customer email, items with quantities, wholesale total and how long it has waited. Also show any messages the customer sent. Suggest approve or decline for each. Wait for my OK on every quote. Then approve the ones I approve and decline the others with the reason I give. Each customer will get an email.
Orders & fulfilment
asks first
Changes quantities, prices or items on a quote, then sends the customer a short message explaining the update. Needs Wholesale Quotes.
Open quote [quote number or ID]. Show me every line item with product, SKU, quantity, wholesale price and regular price, plus the totals. I want to [lower the price of product X to $Y, change the quantity of Z to N, add product ID P, remove item Q]. Show me the quote before and after and wait for my OK. Keep every item I did not mention. Then save the changes and send the customer a short, friendly message about what changed.
Orders & fulfilment
asks first
Finds approved quotes that are not orders yet and converts the ones you pick, with a note on each new order. Needs Wholesale Quotes.
List all approved wholesale quotes that have not been converted to an order. Show the quote number, customer email, total and last updated date, oldest first. Wait for me to pick which ones to convert. Then convert each one into a WooCommerce order and add a private note to the new order that says which quote it came from. Give me the order numbers at the end.
Marketing & promos
asks first
Finds approved quotes sitting untouched and sends each customer a short nudge with their quote link. Needs Wholesale Quotes.
Find approved wholesale quotes that have not been updated in more than [7] days. For each one, show the quote number, customer email, total, expiry date and the last message on the quote. Get the shareable quote link where one exists. Draft a short, friendly follow-up message for each one. Show me all the drafts and wait for my OK before you send any.
Orders & fulfilment
asks first
Finds old pending and expired quotes, then cancels, declines or deletes them in bulk after you confirm. Needs Wholesale Quotes.
List pending quotes older than [45] days and all expired quotes. Show the quote number, customer email, total and age. Suggest one action for each: decline (emails the customer), cancel (no email), or delete. Deleting is permanent and removes the items, history and messages, so only suggest it for test or junk quotes. Show me the plan and wait for my explicit OK. Then apply it, using bulk updates where you can.
Orders & fulfilment
asks first
Shows who changed a quote and when, then updates the quote number to match the customer's purchase order. Needs Wholesale Quotes.
Find the quote for [customer email or search term]. Show me its full status history, newest first, with who made each change and any notes. Then change the quote number to "[PO-4471]" so it matches the customer's purchase order. Show me the old and new quote number and wait for my OK before you change it.
Reporting & insights
read only
Reports quote counts by status, conversion rate and the value of converted quotes, with a weekly trend. Needs Wholesale Quotes.
Give me my wholesale quote stats for the last [90] days with a weekly breakdown: total quotes, count by status, the value and average value of converted quotes, and the conversion rate from approved to converted. Then list the approved quotes that never converted, with their totals. Tell me which weeks were strongest and suggest one thing to improve.
