Inventory-connected quoting

Quote what is actually on the lot.

Start every golf cart quote with the exact unit, current availability, real cost, and location already attached.

ASPENDMS
LightspeedDMS
DX1DMS
BlackpurlDMS
BiT DMSDMS

Quoter Inventory workspace

Quoter / InventorySelect inventory Live inventory
CartUnitLocationStatusPrice
Yamaha Drive2 EVYD2-240184Main showroomAvailable$8,500
Club Car TempoCC-190442North lotAvailable$9,150
EZGO RXV EliteEZ-882104Main showroomHeld$10,200
Margin28%
StockIn stock
Other quotesNot held
Lot locationMain showroom
Unit identityYD2-240184
DMS examples · Aspen is the current inventory connection.Illustrative product view · Sample data

From stock record to working deal

Find it, verify it, and carry it into the deal.

The first promise in a deal is the cart itself. Quoter searches live inventory by the details a rep actually knows, carries the right economics forward, and makes committed stock visible before another rep promises the same unit.

01 / Exact unit

Choose the cart on the lot, not a generic model.

Search by what the rep knows, then select the serial or unit number that belongs on the deal.

See it in a demo
LIVE INVENTORY / SEARCH
Drive2 EV matches
YD2-240184Main showroom
Available
YD2-240219North lot
Available
YD2-240103South lot
On quote

Illustrative unit records · Select the exact cart

02 / Shared context

See what the next rep can actually promise.

Availability changes meaning when a unit is already held on another active quote. Put that context beside the search result.

See it in a demo
UNIT / YD2-240184
Availability follows the deal
  1. 01In stockMain showroom
  2. 02Selected for quoteQT-00149
  3. 03Next rep seesOn quote

Quote context travels with the unit

Built from a live dealer workflow

A quote should change what the next rep sees.

The cart a rep promises must be the cart the dealership can deliver. These moments show how live unit context stays with the quote.

Built from a live dealer workflowLIVE

Availability follows the quote

Dealers described the same costly gap: inventory looks available even after a rep has committed it to a customer. Quoter keeps the unit and selected parts tied to the active quote so the team can see what is truly sellable.

Shared availability

See the commitment before another promise.

A unit held on an active quote is visible to the next rep who searches inventory.

Product workflow example
Connected deal

Keep the unit attached to the build.

Unit identity, location, price, and cost can follow the cart into the working quote.

Product workflow example

One connected deal

Let the inventory record start the deal.

One selected unit can anchor availability, product fit, pricing, and every decision that follows.

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Capabilities

Make live inventory the operating system for the quote.

Give reps the inventory answers they need at selection, then carry those answers into the quote.

01 / Fast search

Find the right unit from the details at hand.

Search model, year, serial, location, or description while staying in the quote workflow.

Explore with Quoter
INVENTORY FILTERS
Narrow the lot
Model
Drive2 EV
Location
All locations
Status
Available

Matching sellable units: 2

02 / Unit economics

Bring the price and cost into the deal.

Review the selected cart's starting numbers before accessories, labor, and discounts enter the quote.

Explore with Quoter
SELECTED CART
Yamaha Drive2 EV
Unit
YD2-240184
Starting retail
$8,500
Location
Main showroom

Price and cost stay on the internal deal

03 / Active holds

Catch a cart already committed elsewhere.

See held and quoted status before a second customer hears the same cart is available.

Explore with Quoter
AVAILABILITY CHECK
One unit, one clear status
  1. 01Inventory recordYD2-240103
  2. 02Active quoteQT-00142
  3. 03Sellable statusOn quote

Check before promising the unit

04 / Connected build

Keep the selected cart through the next step.

Use the chosen unit to guide compatible accessories and the rest of the quote.

Explore with Quoter
WORKING QUOTE / QT-00149
Unit carried forward
  1. 01Cart selectedYD2-240184
  2. 02Accessory catalogCart-aware
  3. 03Pricing reviewReady

One unit record anchors the build

How it works in Quoter

One connected path from stock to customer.

Find the cart, confirm its details, and start the build without re-entering the unit.

  1. Find the cart

    Search available units by model, serial number, location, or status.

  2. Review the deal

    Confirm the unit details, selling price, cost, and recent sales context.

  3. Start the build

    Add the cart to a quote and continue with accessories and pricing in one flow.

Try the inventory flow

Move from available unit to working quote.

Follow the decisions a rep makes when the inventory record is already connected to the deal.

STEP 01 / 03 Live quote

Search the sellable inventory.

Filter by model, unit, location, or status without leaving the quote workflow.

Context switches
0
Deal data
  • SearchDrive2 EV
  • LocationAll locations
  • Matching sellable units2
Build progress
1 of 3
STEP 02 / 03 Live quote

Review the exact cart before promising it.

Keep the unit identity, availability, starting price, and cost attached to the selection.

Unit records retyped
0
Deal data
  • Selected unitYD2-240184
  • AvailabilityAvailable
  • Starting retail$8,500
Build progress
2 of 3
STEP 03 / 03 Live quote

Carry the cart directly into the build.

Start accessories and pricing with the chosen unit still anchoring every next decision.

Starting point
One live record
Deal data
  • Working quoteQT-00149
  • Cart statusReserved
  • Inventory sourceLive record
Build progress
3 of 3

Inventory workflow ROI

Estimate the value of less inventory hunting.

Model the annual time value of beginning each quote with the right cart details already in the workflow.

Estimated annual time value$4,800quotes × minutes saved per quote ÷ 60 × hourly team value

Quoter

Build the deal with the answers in view.

Start with a sellable cart and keep its details connected through the customer quote.