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Quote board

by recued-core v4 42 views

Use “Quote board” in Recued. Every quote request against one offer, with the two things you act on: which ones are still waiting for your price, and which ones you have priced and are waiting on the customer. It reads information without changing data in the connected service.

Complete workflow

Seller Quote Request 5 pinned recipes

Use Seller Quote Request in Recued for unspecified pricing, estimate, order, and reception. It includes 7 built-in actions and 4 ready-to-run workflows. Actions that change data use Recued's approval controls.

You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.

Quote board
This recipe

Use “Quote board” in Recued. Every quote request against one offer, with the two things you act on: which ones are still waiting for your price, and which ones you have priced and are waiting on the customer. It reads information without changing data in the connected service.

pack:seller-quote-requestsellerquoteboard
by recued-core pinned v4

Use “Open a quote request” in Recued. Exact-form template that turns one owner-accepted Reception intake response into an order awaiting your price, and records the request itself in the pack's own Records storage. Changes remain behind Recued's approval controls.

pack:seller-quote-requestform-response-templatesellerquote
by recued-core pinned v3

Use “Open a quote request by hand” in Recued. Open a quote request you took by phone, in person, or in an email thread — an order waiting for your price, plus the request record Price and send a quote reads the customer's address from. Changes remain behind Recued's approval controls.

pack:seller-quote-requestsellerquoteunspecified-pricing
by recued-core pinned v1

Use “Price and send a quote” in Recued. Pin your price onto a waiting quote request, then send the customer a payment link for exactly that figure.

pack:seller-quote-requestsellerquoteunspecified-pricing
by recued-core pinned v6
View pack details, dependencies, and permissions →

Working the quote board

Run it with your quote offer's id. Stage picks what you are working:

  • pricing — requests waiting on YOU. The Price it action is the next step.
  • awaiting_payment — priced and sent; the customer has the link and has not paid yet.
  • paid — the payment landed and the order is through.
  • all — everything against this offer, newest first.

Where each column comes from

Two sources, and the split is deliberate.

The seller order store answers Reference, Stage, Total, and Currency. It is the only authority on any of them. Nothing on this board second-guesses it, and the pack keeps no copy of a figure or a phase that could disagree with it.

⚠ It is read fresh on every run. An order read is otherwise served from a cache for up to a minute, and a board opened straight after pricing showed the request as still waiting on your price.

The pack's request records answer For (what the customer asked for, in their words), To (who to address it to), and Quoted as (the line you named the job when you priced it). The board plucks the submission references off the page it is about to show and fetches exactly those records in one bounded local read — no per-row read, no provider call.

⚠ None of it can come from Stripe. The checkout session carries a subject as price_data.product_data.description, but a pricing-phase order has no session yet — the session is created after you price it — and pricing is exactly the queue those columns matter for.

⚠ Rows opened before this pack gained Records storage show blank text columns. There is no row to read for them. The reference columns still identify them, and pricing one works normally.

⚠ The board reads orders, not the intake forms, so a request only appears once Open a quote request — or Open a quote request by hand — has run for it. If an accepted response has no row here, that recipe has not fired for it yet. Requests on record in the card counts the pack's own rows for this offer, so a number well above the listed orders is the sign of exactly that gap.

⚠ A page is at most 100 rows. The request records for a page are fetched with an exact in over its submission references, and that predicate admits 100 values — so the ceiling is the join's, not a display preference. Narrow with Stage rather than raising the limit.

⚠ An order stuck in awaiting_payment after the link expired cannot be re-quoted — order.quote only accepts a draft or pricing order. Cancel it and take a fresh request.

How it works 25 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (25 steps)
■ offer_id trim
Trim whitespace from setting seller offer id
⚠ offer_guard guard
Stop if offer id is empty
■ row_limit clamp
Clamp setting limit between 1 and 100
◆ order_list core.seller.order.list
List seller order
■ orders_all default
Apply default
■ show_all compare
Check if setting stage equals all
■ orders_by_stage filter
Filter by condition
■ orders_selected ternary
Apply ternary
■ orders_shown slice
Take a subset of
■ page_refs pluck
Extract origin_ref from each item
■ has_page_refs compare
Check if page refs has data
◆ requests recued-core.seller-quote-request.quote_request.search
Search quote request on seller quote request
skip: step.has_page_refs equal false
■ request_rows default
Apply default
◆ request_total recued-core.seller-quote-request.quote_request.count
Count quote request on seller quote request
■ rows_with_subject enrich_by
Apply enrich_by
■ board_rows map
Extract from each item
■ orders_pricing filter
Filter by condition
■ pricing_count count
Count items in orders pricing
■ orders_awaiting filter
Filter by condition
■ awaiting_count count
Count items in orders awaiting
■ orders_paid filter
Filter by condition
■ paid_count count
Count items in orders paid
■ shown_count count
Count items in orders shown
■ board_table to_table
Format results as a data table
■ card to_summary
Format results as a summary card
▼
Output
summary card
table board_table
Settings 3 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

limit setting = 50
stage setting = pricing
seller offer id setting = [object Object]

Uses (3 operations)

Selling List seller order core.seller.order.list
Pack operation Search quote request on seller quote request recued-core.seller-quote-request.quote_request.search
Pack operation Count quote request on seller quote request recued-core.seller-quote-request.quote_request.count

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Read Selling core.seller.order.list read-only
Read Pack Seller Quote Request read-only
Read: quote_request.search · No approvalRead: quote_request.count · No approval

Data it touches

SurfacesSelling

About

Tags

pack:seller-quote-requestsellerquoteboardread-onlyordermoneyrecordsv3

Details

25 steps 3 configurable settings recipe_id: list-quote-requests