Guide: Purchase Quotation

Purchase Quotation

Quotations can be created in both admin portal and vendor portal.

You can create quotations from available items or approved purchase request.

Create Quotation

• Step 1. Create approval process for Quotation ( ifnecessary) atapproval setting.
• Step 2.Go to Quotationsmenu under Purchasemodule from the left sidebar-> Click Newbutton
• Step 3. In the Add Quotations page, fill the following details: 1. Select the Vendor2.Create quotation by selecting Purchase requestoravailable items Select an item and clickto add this item to quotation.Clickto remove this item from quotation.3. Select the Currency4. Select Buyer5. Select Estimate Dateand Expiry Date
• Step 4. Click Savebutton ==> Quotation is successfully created and displayed in the corresponding vendor portal account
• Step 5. Approve quotation (if there is an approval process)1. Select Quotations as Draft-> Click View2. Click Send approval request ⇒ notify you to send approval request successfully. Approvers receive approval request notifications via email and web3. Log in to the approver account -> click on the notification requesting approval -> Click the Approvebutton -> enter the content in the Reason field (if any) -> select Approveor Deny.If you are an admin, you can update the status of quotation to approved or rejected.

Add comment in quotation

To make the exchange between the buyer and the vendor more convenient, you can use the Discuss tab for the buyer and the vendor to enter the content to be exchanged. Both buyers and vendors can see each other's comments.

When the admin or vendor sends a comment -> the message is sent to the other party.

• Step 1. Go to detail quotations -> select Discuss tab
• Step 2. Enter the content -> click Add Commentbutton.

Add Task for quotation

This feature is only visible in the employee view. You can create some task for this quotation by clicking New Taskbutton

Add Attachment

This feature is only visible in the employee view. You can attach the file related to this quote

Send an email and attach quotation

Step 1. Go to Quotations detail-> click

Step 2. In the Send a quotepopup, fill the following details:

1. Select thecontact2. Check Attach a Purchase Quotation PDF3. Enter the Additional content

Step 3. Click Sendbutton