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.
Store setup & admin
asks first
Shows every Wholesale Quotes setting with its current and default value, and changes only the ones you approve. Needs Wholesale Quotes.
Show me all my Wholesale Quotes settings grouped by tab, with the current value and the default for each. Point out any that are not at their default and anything that looks risky, like guest quotes turned on with no limit. I want to change [setting] to [value]. Show me the exact keys and values you will send and wait for my OK. After saving, tell me which changes worked and which did not.
Customers
asks first
Checks if a guest hit the quote request limit and clears it so they can try again. Needs Wholesale Quotes.
A guest says they cannot submit a quote request. Check the guest quote rate limit for the email [email] and the IP [IP address if known]. Tell me how many requests they made, the limit, how many are left and the time period. If they are blocked, wait for my OK, then reset the limit for them only and check again.
