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Supply Chain & Retail Solutions user guide

Last updated Apr 16, 2026

Quote line dataset

The Quote Line dataset contains detailed line-item information for customer quotes. It represents individual pricing decisions made during the quoting process and provides the core behavioral data used to analyze quote performance.

This dataset is required for application deployment and pricing insights analysis.

Purpose

The commercial pricing solution uses the Quote Line dataset to:

  • Analyze quoted prices at the product and customer level
  • Evaluate win/loss behavior in response to pricing decisions
  • Measure discounting patterns relative to list price
  • Support pricing recommendations for future quotes

This dataset is essential for Quote Pricing use cases.

Required fields

FieldDescriptionTypePriority
quote_line_idUnique identifier for each quote line item.stringRequired
quote_idUnique identifier for the quote.stringRequired
product_idUnique identifier for the product SKU.stringRequired
customer_idUnique identifier for the customer.stringRequired
merchant_idUnique identifier for the merchant.stringRequired
project_idUnique identifier for the project.stringRequired
quoted_unitsNumber of units quoted.floatRequired
quoted_pricePrice quoted per unit.floatRequired
quote_stageStage of the quote process.stringRequired
quote_dateDate the quote was issued.timestamp_tzRequired
updated_atTimestamp when the record was last updated.timestamp_tzRequired

Usage notes

  • All referenced identifiers (product_id, customer_id, merchant_id, project_id) must exist in their corresponding datasets.
  • Quote lines should reflect actual quoted pricing behavior, not list prices.
  • Quote stage information helps differentiate early-stage quotes from finalized quotes.
  • Historical quote data improves pricing model accuracy and recommendation stability.
  • Units of measure must align with related datasets (Products, Sales).
  • Purpose
  • Required fields
  • Usage notes

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