RFQ automation for industrial parts distributors

Find the parts behind requests such as “same as the last shutdown,” then check the equipment history and earlier approvals before quoting them again.

Buğra Gündüz

Co-Founder & CEO of Bourne · Updated

A maintenance buyer often orders by referring to equipment or previous work: “the bearing assemblies from our last shutdown” or “the seal kit the supervisor approved.” Your experienced reps may know where to look. A new rep has to reconstruct that history before they can prepare a quote.

AI can help by finding the relevant purchase and product evidence, then showing it beside the proposed parts. For industrial spares, the goal is to give the reviewer enough context to confirm the right repair requirement, including any limits on an earlier substitution.

Find the right shutdown and the approved part version

Suppose the customer asks: “Quote 12 of the bearing assemblies from our last shutdown. The old code is BR-720. Also need four seal kits; use the version our supervisor approved.”

Start with the customer and installation, then find the shutdown order. The latest sale to the account might concern a different plant. Once you find the relevant transaction, identify which assembly BR-720 meant and locate the supervisor’s approval for the seal kit.

That approval needs context. It may describe a permanent replacement or a temporary repair. Keep the application and any limits with the proposed part so the reviewer can decide whether the same version fits this request. Treat the 12 assemblies and four kits as separate lines until you have checked their contents.

Check whether the earlier part is still suitable

Use the old part number to find candidates, then check the current specification and application. A supersession record may help, but an earlier customer approval can have a narrower scope than a general catalog replacement.

ETIM’s classification model illustrates a structured approach to technical attributes. Where your catalog has structured dimensions or material data, retain them through matching. Where it does not, keep the manufacturer source and ask the reviewer to resolve the gap.

A seal kit illustrates why the application matters. The Parker O-Ring Handbook covers elastomer properties and static and dynamic sealing applications. Matching the old seal’s dimensions leaves the material and service conditions unresolved.

If the customer changed the process fluid or cleaning method since the last shutdown, have the specialist review those conditions before repeating the kit. Preserve the equipment reference, seal material and approved service conditions with the earlier decision. That lets the next rep identify what changed instead of treating an old successful sale as approval for a different application.

Check what the assembly and kit each contain

A buyer can request an assembly and a kit containing some of its components. Show both lines and their contents for review so the team can catch double supply or an incomplete repair set.

Use current packaging references. GS1’s GTIN Management Standard covers product-identification changes, including pack quantities. Use it to check pack identity; keep technical equivalence with engineering.

Keep customer-specific part aliases tied to the account and the evidence behind the match. An alias learned from one maintenance team should not silently alter another customer’s quote.

Test obsolete codes and customer-specific approvals

Track correct matches, unresolved matches, and wrong matches separately. A system that surfaces uncertainty can be more useful than one that fills every field and creates expensive review work.

In the pilot scorecard, distinguish a justified escalation from an exact match the agent failed to find. Include these inputs in your evaluation:

  • Provide a catalog sample with old and current part references.
  • Include quotes for the same customer across several orders.
  • Add corrected quotes so the agent sees feedback and its scope.
  • Reserve later requests as an evaluation set.

Include the specialist’s review time in the quoting cost calculation. Finding a candidate quickly is valuable only to the extent that it reduces the work needed to approve and complete the quote.

Use Bourne for the requests that rely on experience

Bourne is a strong fit for requests that depend on equipment and service history. We can connect the customer’s request to earlier purchases and the relevant equipment records, then prepare the candidate parts with the evidence your specialist needs to check them.

Your experienced reps keep authority over suitability. They spend less time finding the records needed to make that call, and newer reps can use the same account knowledge. Build your parts-quoting workflow with Bourne.

Frequently asked questions

Can AI quote obsolete industrial part numbers?

It can search historical and current references to propose a candidate. Confirm the replacement’s specification and application before approval. If several replacements remain plausible, the correct output is a question for review.

What if the buyer only says “same as the last shutdown”?

Find the relevant customer and shutdown record, not simply the latest quote. Preserve the evidence and ask for confirmation if more than one installation or revision could match.

Should we count unresolved matches as errors?

Track them separately from wrong matches. A justified escalation may be correct behavior, while an unresolved exact match may reveal a data problem. Count the review time for both in the business case.

Further reading

Parker: O-Ring Handbook
Elastomer properties, application guidance and seal dimensions.

ETIM: technical product classification
Product classes and technical attributes for consistent catalog information.

Buğra Gündüz

Buğra Gündüz is the co-founder and CEO of Bourne and co-founder of HockeyStack. He built HockeyStack into an eight-figure AI business. At Bourne, he works with entrepreneurs and established companies to create AI products and services.