Sales
B2B distribution · retail · manufacturing
The product is out of stock. There are still ways to make the sale.
Your customer needs delivery by Friday, but the requested model is out of stock. An alternative only works if it meets the customer's needs, the deadline and the margin requirements.
40 light fixtures · delivery by Friday
| Option | Delivery | Terms |
|---|---|---|
| A | Thursday | Meets margin requirements |
| B | Thursday | Requires approval |
| C | Following Monday | After the deadline |
At the initial check, A meets the recorded requirements. Reconfirm stock and terms; agree the substitution with the customer.
More viable options to sell. Less time from request to proposal.
How Gaulett connects the parts
- Business understanding
- Understand which specifications can change, the customer's deadline and the margin the business needs.
- Processes
- Connect the catalog, inventory, shipping and approvals. The team checks the terms and agrees on the substitution with the customer.
- Artificial intelligence
- Interpret the request, bring together options and explain why each alternative meets or fails to meet the criteria.
What to assess in practice
- Conversion rate for proposals offering alternatives
- Margin after shipping
- Time to proposal
We define the criteria before testing and compare with current practices, including the team's review effort.
Other situations where this approach applies
Part substitutions, order planning and proposal comparisons, based on each business's rules.