Industrial procurement portal

A searchable component catalogue and quotation basket for distributors and trade partners.

Concept study with a fictional brand and illustrative data; not a client delivery.

Relay — Industrial procurement portal · Illustrative interface — AI-generated design preview · English interface · Illustrative data. Swipe horizontally to inspect on mobile.

01 /

The challenge

Buyers must compare models, materials, availability and lead times before preparing a complete enquiry. Sales teams also need account-specific access to prices and documents.

02 /

The approach

Use categories and specifications to locate components, then collect model numbers and quantities in a quote basket. Sales review the request, with account permissions and availability states supporting the procurement process.

03 /

Functional scope & business rules

Proposed requirements for the illustrated scenario, ready for a scoping discussion. Rules and integrations are agreed before implementation.

User roles

Partner buyers, sales quotation staff and catalogue administrators

Typical workflow

1Find specifications
2Build quotation basket
3Review and issue quotation
4Accept version and create order

Part search and specifications

Search SKU, name, category, material and specification. Show units, minimum quantity, pack multiples and datasheets; use category-specific parameters rather than identical filters for every component.

Partner accounts and price visibility

Approved partners receive account-scoped access. Price groups define unit prices, currency and tax basis; visitors and unauthorized members cannot retrieve restricted trade prices through the API.

Quotation basket validation

Collect models, quantities and requested lead times. Validate positive values, minimums and pack sizes; submission snapshots specifications and pricing, with duplicate clicks creating only one request.

Quotation review and revisions

Sales confirms availability, discounts, freight and delivery before issuing an expiring quote. Changes create new versions; only the current valid version can be accepted, with excess discounts requiring approval.

Availability, lead time and substitutes

Distinguish in stock, expected lead time, awaiting confirmation and discontinued, including update time. Sales proposes substitutes for unavailable parts and obtains explicit customer acceptance.

Acceptance and collaboration history

An accepted valid quote can create a linked sales order under agreed rules. Retain rejection, expiry and withdrawal reasons; account permissions protect files and discussions, while internal cost notes stay private.

A worked example

A buyer requests BV-204 valves and PG-160 gauges. One product requires a pack multiple, so quantity is corrected before submission. Sales issues a seven-day quote; a later quantity increase creates a new version that supersedes the old offer.

Suggested acceptance checks

Other accounts cannot retrieve the quote, private unit prices or restricted technical files.
Quantity changes recalculate using a consistent currency and tax basis; expired quotes cannot be accepted.
Repeated submissions or acceptance clicks do not create duplicate requests or orders.

Integrations & scope decisions

Agree product authority, units, price groups, stock feed and quotation validity rules. ERP, ordering and document repositories are optional integrations; accepting a quote does not automatically mean payment or reserved inventory.