Promise Check

What you can build

• Hold a HubSpot quote stock cannot meet

  When a rep moves a quote to PENDING_APPROVAL, compare each line item with Katana quantity_in_stock less quantity_committed, and propose a corrected date taken from the matching purchase order's expected_arrival_date.

  With HubSpot, Katana Cloud Inventory

• Check Business Central quotes before send

  For each Draft salesQuote, read the item's inventory and the open purchase orders behind it, propose the corrected date per line, and hold the send action until a person approves.

  With Microsoft Dynamics 365 Business Central

• Split a line between on-hand and inbound

  Where part of a quantity is on hand in Cin7 Core and the balance is inbound, propose two dates on the Pipedrive deal instead of one the warehouse cannot keep.

  With Cin7 Core, Pipedrive

• Tell the rep before the customer finds out

  Post the old date, the corrected date, and the reason to the quote owner in Slack so the conversation with the customer starts from the right promise.

  With Slack, HubSpot

Requirements

• A CRM or ERP that holds quotes with line items and a status that can be held: HubSpot quotes or Business Central salesQuotes
• An inventory system that reports committed and expected stock per location and open purchase orders with arrival dates, such as Katana, Cin7 Core, or Unleashed
• Supplier lead times recorded somewhere it can read: expected_arrival_date on open purchase orders, or a lead-time field on the item
• One person per quote with the authority to accept or override a corrected date

Authentication

A CRM OAuth app or private-app token with quote and deal scopes, an inventory API key with read access, and an ERP API user that can read items and hold quotes.

Limits

• It checks a date. It does not reserve stock, move stock, or place a purchase order.
• A correction is only as good as the purchase order's arrival date. If a supplier never updates it, the proposal still shows the date used.
• An item with no stock record and no open purchase order returns no basis for a date rather than a guess.
• Quotes already sent are out of scope. The check runs while the quote is still held.

Questions and answers

What does the rep or manager approve?

The corrected date. The proposal shows the date on the quote, the date computed, and the evidence: units on hand, units committed, units expected, and the purchase order arrival date used. The rep or their manager accepts it, overrides it with a reason, or rejects it.

Where do supplier lead times come from?

From the expected arrival dates on open purchase orders and from any lead-time field on the item in your inventory system. It reads what is recorded. It never contacts a supplier and never edits a purchase order.

What record is left after a check?

One entry per checked quote: quote id, each line's quoted and corrected dates, the stock and purchase order figures at check time, the decision, who made it, and when. If a date was changed, the entry names the original so it can be restored.