30-min call with RobBook a proof-of-concept call
Job 01 · Counter and inside sales

// Industrial distributors · Cross-reference quotes

Cross-reference quotes for plant parts, from a worn number or a photo to your item.

A plant mechanic sends the number off a failed bearing, the brand the line was built with, or a phone photo of a fitting. Someone at your counter works out the interchange, picks an item you stock and quotes it. In a free AI proof of concept, AI drafts those quotes again from copies of 20 to 30 requests your team already answered, with the basis for every match written on the line. Your reviewer, the person on your team who knows interchanges best, checks each draft against the quote that went out.

Book a proof-of-concept call30 minutes with Rob
Requests tested
20 to 30, already quoted
Quotes sent or equivalents approved
None
Signed first
An NDA

// The one job

From a plant's part request to a quote your counter can send

The request rarely names your item. It names what is stamped on the old part, a catalog number from a brand you don't carry, a size read with a caliper, or nothing but a photo. Someone works out what the part is, finds the closest item on your shelf or a vendor's, decides whether it is an exact interchange or an equivalent, and prices it.

For the test, AI reads copies of those requests and drafts each quote line: your item, how it matched (exact interchange, same dimensions and features, or a proposed equivalent), stock or lead time, and the price from your records. A line it can't confirm goes to your salesperson with the reason. No quote is sent.

Plant requestEmail, photo or old PO
Plant / line
Stamped no.
Old brand
Needed by
As writtenQtyPhoto or size
Made-up example request
Matched and drafted
for your counter
Draft quoteFor review
Account
Valid until
Match basis
Approval needed
Your item no.BrandNet price
Made-up example quote

// The hard parts

Where an interchange goes wrong

The suffix is the part. A request for a 6205-2RS names a size and asks for rubber seals on both sides, and each maker spells that its own way. SKF's contact seals appear as 2RSH or 2RS1, NSK's as DDU and NTN's as LLU. NSK's VV and NTN's LLB are non-contact seals, and 2Z or ZZ means metal shields, not seals at all. A trailing C3 means internal clearance greater than normal, so a quote that drops it is for a different bearing. The draft keeps every suffix the request carried, or says which one it couldn't read.

Fittings that thread together and still leak. Hydraulic dash sizes count tube size in sixteenths of an inch, so a -6 JIC end is for 3/8-inch tube. The thread alone doesn't identify the fitting: an adapter sold as 3/4-16 SAE O-ring boss on one end and 3/4-16 JIC 37-degree flare on the other has the same thread on both ends, one sealing on an O-ring and the other on a flared cone. When a photo shows the threads but not the seat, the draft holds the line and asks for the seat type instead of guessing.

Two names for one insert, and a grade on top. A turning insert ordered as CNMG 432 in ANSI inch terms is CNMG 120408 in ISO metric terms: a half-inch inscribed circle with a corner radius of about 1/32 inch. The shape matches across makers, but each adds its own chipbreaker and grade code, such as PM 4405 from one and KCP25C from another, and those decide how the edge cuts. When a plant wants the same insert from a brand you carry, the draft matches the size exactly and lists the grade as a proposed equivalent for your salesperson to confirm.

Gloves and bolts carry ratings, not only numbers. A requisition for cut level 4 gloves may predate ANSI/ISEA 105-2016, which replaced the old 0 to 5 scale with nine levels from A1 to A9, rated in grams. EN 388 gives its coupe test a number from 1 to 5 and the ISO 13997 test a letter from A to F, and the scales don't convert one-to-one. A bolt in a photo is easier: three radial lines on the head mark SAE J429 Grade 5, six mark Grade 8, none marks Grade 2, and metric bolts carry a property class such as 8.8 or 10.9. Each draft names the rating it quoted against.

What your reviewer watches. Usually the counter salesperson the others go to with an odd number. They check that each draft quotes an item you carry, that an exact interchange really is exact, that every equivalent is marked for approval, and that a part with no good match came back as a question. A part once returned because the match was off belongs in the sample.

// What you send

Copies from the counter

Copies and exports
No ERP or inbox login
01

20 to 30 answered requests

Each request as it came in, photos included, with the quote your team sent and the order if one followed. Add a return or two where the match turned out wrong.

02

Your item file

An export with your item numbers, manufacturer part numbers, brands, units and whatever dimensions or attributes you keep, plus branch stock from those dates if you have it.

03

The interchange you trust

Cross-reference lists your team maintains, the manufacturer interchange guides it uses, and any approved-brand lists plants have handed you.

04

An NDA first, and no logins

Nothing moves until the NDA is signed, and we never log in to your ERP or your counter's inbox. Plant names can be masked. If files can't leave, your reviewer helps us build look-alikes.

// Before it starts

Agreed before the first request moves

A wrong equivalent can stop a plant's line, so the owner settles how matches are judged before anything else.

Cross-reference test termsOwner signs off
Your reviewer
Named by the owner, often the counter salesperson others ask about interchanges
Match rules
When an equivalent may be quoted, and when only an exact interchange will do
Success criteria
Written and agreed, for the item matched, the basis shown and the price
Sample
Chosen by your reviewer, across product lines, with photos and wrong matches in it
Price
A range for running cross-reference quotes live
NDA
Signed before any request or item file is shared

// How it's judged

Each draft beside the quote your counter sent

Request by request
Every match explained
On the same 20 to 30 requestsWhat your counter quotedThe AI draft
Item matched from a stamped number, an old brand or a photoScored on your requestsScored on your requests
Exact interchange or equivalent, labeled as suchScored on your requestsScored on your requests
Bearing seal, shield and clearance suffixes keptScored on your requestsScored on your requests
Thread and seat type settled, or asked aboutScored on your requestsScored on your requests
Insert size and grade, glove cut rating or bolt grade namedScored on your requestsScored on your requests
Stock or lead time, and a price from your recordsScored on your requestsScored on your requests
Lines sent back as questions, and whyScored on your requestsScored on your requests
Blank on purpose. No cell gets a mark until requests from your own counter have been run.Your reviewer scores each row, and that score decides the test.

// After a yes

About 30 days on new plant requests

When your reviewer says yes against the success criteria, the job runs on incoming plant requests for about 30 days.

A salesperson checks every draft quote before a plant sees it, and only your team approves an equivalent or sends a price. Matches your reviewer confirms can be added to your cross-reference file.

That month has a fixed price you see before signing. Any job after it is priced separately.

// What could come next

Possible next jobs, ranked

Ideas to weigh with you
Each priced alone
  1. 01

    Plant catalog files

    Contract items and prices rebuilt as the catalog file each plant's purchasing system loads, for your coordinator to check before upload.

    Next
  2. 02

    Your interchange file

    Matches confirmed during live quoting gathered into your ERP's cross-reference, so the next request for the same stamped number already has an answer.

    Then
  3. 03

    Vendor-managed bins

    Storeroom counts and scans at the plants you stock, turned into replenishment orders for your rep to confirm.

    After that

// One hard limit

It never sends a quote or approves an equivalent.

Drafts land on a review sheet and stop there. Nothing goes to a plant, a manufacturer or a rep, and no equivalent is called approved. When the draft can't be sure two parts are the same, it says so and leaves the call to your salesperson. Every price comes from records you sent.

Cross-reference quoting is priced as a job of its own: a range up front, a fixed figure before you sign.

What sets the range: how many requests your counter answers in a month, how many product lines they cross, and how your item file and interchange lists are kept.

// Questions

Questions from the counter

Can it identify a part from a photo?
Often, when the photo shows what your team would look at: the stamped number, the nameplate, the threads and seat, the marks on a bolt head. When it doesn't, the draft says what is missing and asks for it.
Will it quote an equivalent without telling us?
No. Every line says whether it is an exact interchange, a match on dimensions and features, or a proposed equivalent. Equivalents are always marked for your salesperson to approve before a plant sees them.
What if the old brand isn't made anymore?
The draft matches on what the request gives, such as the stamped number, dimensions and features, against your item file and the interchange lists you send. If nothing fits well, the line comes back as a question for your counter.
Does it use interchange data from outside our files?
No. The test uses the cross-reference lists, manufacturer guides and item file you send, and each match names the file it came from, so your reviewer sees why a draft chose an item.
Which ERP does it need?
None for the test, which runs on exports and copies. For the live run, how approved quotes reach your system is scoped and priced before you sign.
Rob Eason

Rob Eason, founder

// Book a call with Rob

Bring the requests that took longest to answer.

A half-hour with Rob. He'll ask who you are and your role, which job to test, and roughly how many cross-reference requests your counter answers each month. Keep requests and item files back until the NDA is signed.

  • Co-owned a 60-employee financial services firm and sold his share to his partner.
  • Ran GOSO Technologies, a Boston solar company rated 5/5 across 24 Google reviews.
  • 5/5 across 83 reviews in HighLevel's Certified Admin Directory.
  • 4.3/5 from 6 Google reviews of Massmarket AI.
  • Every directory and Google review, critical ones included, is shown word for word at massmarket.ai/reviews.
  • Takes every proof-of-concept call himself.