Open a quotation in the vendor portal
Review quotation lines, status, files and signature controls.
Exact navigationVendor Portal → Quotations → open quotation
Before you begin
- Use an account with Authenticated active vendor contact and enabled portal and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide covers
Review quotation lines, status, files and signature controls. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Exact step-by-step process
- Open Vendor Portal → Quotations → open quotation.
- Select the relevant record, filter, report, model or configuration described below.
- Use the displayed action or read the current values without altering unrelated data.
- Compare the output with the code-backed rules and expected result in this guide.
- Record or correct any mismatch before relying on the output in production.
Fields, choices and supported possibilities
Vendor identityCompany/name, code, tax/VAT, phone, website, category/group, address and status as exposed by the vendor form.
Contacts and accessVendor contacts, vendor administrators, portal status, language and welcome/notification settings where applicable.
Quotation headerNumber, vendor, linked request, dates, currency/rate and status.
Commercial linesItems, quantity, price, tax, discount, subtotal and total.
EvidenceAttachments, comments, signature/uploaded e-signature, PDF and send activity.
Code-backed validations and workflow rules
- Vendor actions are capability-gated; portal functions also depend on the vendor-portal setting and contact authentication.
- Quotation status changes require the dedicated quotation status capability.
- Automatic purchase-order creation occurs only when the relevant option is enabled and the quotation reaches the supported approval state.
Expected result and verification
- The supported open a quotation in the vendor portal flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.