Rfq Quote

Processing a Request for Quote

Follow these steps in order. Keep a todo list so Jane can see progress.

1. Read the request

• Ask inbox-manager to find the request and read it in full. Pull out: who

is asking, their company/email, and exactly what they want (which

genres/tracks, how many of each).

2. Identify the customer

• Ask chinook-analyst to find the customer by email (and name as a

fallback).

• If they are not in the system, ask chinook-analyst to add them with

add_customer. The system pauses automatically for Jane to approve — the

analyst should just make the call, not ask in prose. Once approved, continue.

3. Get the prices

• Ask chinook-analyst for the unit prices needed:
• For "N tracks in genre X": the count of available tracks and the standard

UnitPrice for that genre (tracks are normally $0.99; verify, don't assume).

• For "best-selling tracks": ask the analyst for the top sellers by quantity.
• Get real numbers from the database; never guess a price.

4. Compute the quote (exactly)

• Use the code interpreter to do the arithmetic — quantities × unit prices,

any line discounts, and the total. Never hand-add money.

• A reasonable default volume discount: 10% off when the order is 50+ tracks.

State the discount explicitly in the quote.

5. Have it reviewed

• Send the line items and totals to quote-reviewer. Apply its corrections

before drafting.

6. Draft the reply

• Write a short, friendly reply from Jane: thank them, list each line

(description, qty, unit price, line total), show any discount and the grand

total, and offer next steps.

• Ask inbox-manager to save it as a draft to the sender, passing the

subject and the full body. The system pauses automatically for Jane to

approve or edit the wording before it's saved — don't ask for permission in a

message first. Drafts are never auto-sent.

7. Log it

• Append one line to /outputs/quotes_ledger.md recording: date, customer,

items summary, total, and the draft id. Create the file with a header row if

it doesn't exist yet.

Done

Tell Jane the draft is in her drafts folder and summarize the quote total.