# Trace a Quote's History and Match Its Number to a PO

> Shows who changed a quote and when, then updates the quote number to match the customer's purchase order. Needs Wholesale Quotes.

- Job: [Orders & fulfilment](https://storeagent.ai/mcp-recipes/job/orders/)
- What it does: Asks first: changes your store, only after you say yes
- Time saved: ~10 min vs doing it by hand
- Requires: StoreAgent (free plugin, MCP on every plan) + Wholesale Suite
- Works in: Claude, ChatGPT, Cursor and any MCP client connected to the store through StoreAgent MCP
- Web page: https://storeagent.ai/mcp-recipes/quote-history-and-number/

## The prompt

```text
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.
```

## What happens when you paste it

You: Find the quote for [customer email or search term]…

Assistant: Found Q-1049 for Ridgeway Hardware. History: created 12 Sep, pending 12 Sep, approved 15 Sep by Sam, expired 15 Oct. Calling: `wholesale-suite/list-quotes`, `wholesale-suite/list-quote-history`, `wholesale-suite/set-quote-number`.

Assistant: This will make changes in WooCommerce. Do you want me to go ahead?

Assistant: Quote number changed from Q-1049 to PO-4471. The customer will see the new number on the quote page and in future emails.

## Abilities this recipe calls

- **List quotes** (`wholesale-suite/list-quotes`, read only, from Wholesale Suite): Lists wholesale quotes, filtered by status, customer, date or search.
- **List quote history** (`wholesale-suite/list-quote-history`, read only, from Wholesale Suite): Shows every status change on a quote, newest first.
- **Set quote number** (`wholesale-suite/set-quote-number`, asks first, from Wholesale Suite): Changes the quote number a customer sees on a quote.

## Variations

Add one of these to the end of the prompt. Swap anything in [brackets] for your own details.

- Also show me all messages on this quote.
- Use the format [PO-number-customer initials].

## Related recipes

- [Are Stuck Tasks Holding Up My Orders?](https://storeagent.ai/mcp-recipes/booster-stuck-orders.md): Line up overdue Booster tasks with orders sitting in Pending or On hold, so you know where to look before customers ask.
- [Check Which Order Alerts Are Switched On](https://storeagent.ai/mcp-recipes/pushengage-order-alert-audit.md): Lists every PushEngage push and WhatsApp alert for WooCommerce order events, shows which are off, and matches them to your real order volume.
- [Find Late and Stuck Shipments](https://storeagent.ai/mcp-recipes/trackship-stuck-shipments.md): Every late or stuck parcel with the customer behind it, so you can reach out before they email you.

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Part of the StoreAgent WooCommerce MCP Recipes directory: https://storeagent.ai/mcp-recipes/ (index for LLMs: https://storeagent.ai/mcp-recipes/llms.txt). Get StoreAgent free: https://app.storeagent.ai/sign-up/