Purchase Management — Quotations and requests for quotation
Create vendor quotations, send RFQs, compare bids, approve, sign, attach and convert quotations.
Create a purchase quotation
Create a purchase quotationCreate a vendor quotation with dates, currency, lines, totals and linked request.Admin Area → Purchase → Quotations → New Quotation
Open guide →GuideEdit a purchase quotation
Edit a purchase quotationUpdate an editable quotation.Admin Area → Purchase → Quotations → open quotation → Edit
Open guide →GuideView a purchase quotation
View a purchase quotationReview quotation totals, status, files, comments, signatures and related request.Admin Area → Purchase → Quotations → open quotation
Open guide →GuideDelete a purchase quotation
Delete a purchase quotationRemove a quotation through the supported action.Admin Area → Purchase → Quotations → Delete
Open guide →GuideValidate a purchase-quotation number
Validate a purchase-quotation numberResolve duplicate or invalid quotation numbering before save.Admin Area → Purchase → Quotations → New/Edit → Number
Open guide →GuideChoose a vendor for a quotation
Choose a vendor for a quotationSelect the vendor and load vendor/currency/item context.Admin Area → Purchase → Quotations → New/Edit → Vendor
Open guide →GuideCopy purchase-request lines into a quotation
Copy purchase-request lines into a quotationPopulate quotation lines from a selected request.Admin Area → Purchase → Quotations → New/Edit → Purchase Request
Open guide →GuideCopy an existing quotation
Copy an existing quotationCreate a new quotation using an existing quotation’s data.Admin Area → Purchase → Quotations → open quotation → Copy
Open guide →GuideAdd quotation line items
Add quotation line itemsEnter item, quantity, rate, tax and discount information.Admin Area → Purchase → Quotations → New/Edit → Items
Open guide →GuideChange quotation tax values
Change quotation tax valuesRecalculate a line when its tax selection changes.Admin Area → Purchase → Quotations → New/Edit → Tax
Open guide →GuideUpload a quotation attachment
Upload a quotation attachmentAttach vendor evidence to a quotation.Admin Area → Purchase → Quotations → open quotation → Files → Upload
Open guide →GuideDownload a quotation attachment
Download a quotation attachmentOpen an authorised quotation file.Admin Area → Purchase → Quotations → open quotation → Files → Download
Open guide →GuideDelete a quotation attachment
Delete a quotation attachmentRemove a quotation file.Admin Area → Purchase → Quotations → open quotation → Files → Delete
Open guide →GuideSend a purchase quotation
Send a purchase quotationEmail the quotation using selected recipients and PDF option.Admin Area → Purchase → Quotations → open quotation → Send
Open guide →GuideGenerate a purchase-quotation PDF
Generate a purchase-quotation PDFRender the quotation PDF.Admin Area → Purchase → Quotations → open quotation → PDF
Open guide →GuideChange a purchase-quotation status
Change a purchase-quotation statusUse the dedicated quotation status capability.Admin Area → Purchase → Quotations → open quotation → Status
Open guide →GuideApprove a quotation and trigger automatic purchase-order creation
Approve a quotation and trigger automatic purchase-order creationComplete approval and verify the optional order automation when enabled.Admin Area → Purchase → Quotations → open quotation → Approve
Open guide →GuideSign a purchase quotation
Sign a purchase quotationCapture a drawn or uploaded signature.Admin Area → Purchase → Quotations → open quotation → Sign
Open guide →GuideAdd comments to a quotation
Add comments to a quotationRecord discussion on the quotation preview.Admin Area → Purchase → Quotations → open quotation → Comments
Open guide →GuideEdit or remove a quotation comment
Edit or remove a quotation commentMaintain a comment using the supported comment actions.Admin Area → Purchase → Quotations → open quotation → Comments
Open guide →GuideFilter the purchase-quotation table
Filter the purchase-quotation tableUse list filters and vendor context.Admin Area → Purchase → Quotations
Open guide →GuideView a vendor’s quotation list
View a vendor’s quotation listOpen quotations filtered to one vendor.Admin Area → Purchase → Vendors → open vendor → Quotations
Open guide →GuideTroubleshoot quotation-to-order conversion
Troubleshoot quotation-to-order conversionCheck approval status, automation setting, vendor, lines and permissions when no PO is created.Admin Area → Purchase → Quotations → open quotation
Open guide →