Purchase Management — Quotations and requests for quotation
Create vendor quotations, send RFQs, compare bids, approve, sign, attach and convert quotations.
01Create a purchase quotationCreate a vendor quotation with dates, currency, lines, totals and linked request.Admin Area → Purchase → Quotations → New Quotation02Edit a purchase quotationUpdate an editable quotation.Admin Area → Purchase → Quotations → open quotation → Edit03View a purchase quotationReview quotation totals, status, files, comments, signatures and related request.Admin Area → Purchase → Quotations → open quotation04Delete a purchase quotationRemove a quotation through the supported action.Admin Area → Purchase → Quotations → Delete05Validate a purchase-quotation numberResolve duplicate or invalid quotation numbering before save.Admin Area → Purchase → Quotations → New/Edit → Number06Choose a vendor for a quotationSelect the vendor and load vendor/currency/item context.Admin Area → Purchase → Quotations → New/Edit → Vendor07Copy purchase-request lines into a quotationPopulate quotation lines from a selected request.Admin Area → Purchase → Quotations → New/Edit → Purchase Request08Copy an existing quotationCreate a new quotation using an existing quotation’s data.Admin Area → Purchase → Quotations → open quotation → Copy09Add quotation line itemsEnter item, quantity, rate, tax and discount information.Admin Area → Purchase → Quotations → New/Edit → Items10Change quotation tax valuesRecalculate a line when its tax selection changes.Admin Area → Purchase → Quotations → New/Edit → Tax11Upload a quotation attachmentAttach vendor evidence to a quotation.Admin Area → Purchase → Quotations → open quotation → Files → Upload12Download a quotation attachmentOpen an authorised quotation file.Admin Area → Purchase → Quotations → open quotation → Files → Download13Delete a quotation attachmentRemove a quotation file.Admin Area → Purchase → Quotations → open quotation → Files → Delete14Send a purchase quotationEmail the quotation using selected recipients and PDF option.Admin Area → Purchase → Quotations → open quotation → Send15Generate a purchase-quotation PDFRender the quotation PDF.Admin Area → Purchase → Quotations → open quotation → PDF16Change a purchase-quotation statusUse the dedicated quotation status capability.Admin Area → Purchase → Quotations → open quotation → Status17Approve a quotation and trigger automatic purchase-order creationComplete approval and verify the optional order automation when enabled.Admin Area → Purchase → Quotations → open quotation → Approve18Sign a purchase quotationCapture a drawn or uploaded signature.Admin Area → Purchase → Quotations → open quotation → Sign19Add comments to a quotationRecord discussion on the quotation preview.Admin Area → Purchase → Quotations → open quotation → Comments20Edit or remove a quotation commentMaintain a comment using the supported comment actions.Admin Area → Purchase → Quotations → open quotation → Comments21Filter the purchase-quotation tableUse list filters and vendor context.Admin Area → Purchase → Quotations22View a vendor’s quotation listOpen quotations filtered to one vendor.Admin Area → Purchase → Vendors → open vendor → Quotations23Troubleshoot quotation-to-order conversionCheck approval status, automation setting, vendor, lines and permissions when no PO is created.Admin Area → Purchase → Quotations → open quotation