**Quotations**
==========
==========


**To Create Quotations**
----------------------------

1.	Click **Quotations** on the navigation bar
2.	Click the **Add Quotations** |Add_Quotation.png| button and the Create Quotation page is displayed:
3.	To Create a Quotation

	- Search by Item SKU, Description or Code                      				
	- Search by Vendor
	- Search by Type
	- Apply Filters button to search for items
	- Reset Filters button to remove all filters
	- Click the green plus button to add an item to the Cart
	- Click the red minus button to remove an item from the Cart
	- Add a Quantity
	- Select a Vendor
	- Click Clear to remove all items from the Cart
	- **Actions** button to create a new item (if required)


																																																			|Create_Quotation.png|

4.	Once completed, click the **Proceed With Quotations** |Proceed_With_Quotations.png| button and the Edit Purchase Order page is displayed:

	- Enter the Quotation Date                                                                     								
	- Select a Vendor
	- Upload File (if required)
	- Add a note (private or public)
	- Enter Reference Number 
	- Enter Quantity
	- Search items (if required)
	- Apply Defaults (defaults the reference number back to blank if something was entered)
	- **Quotation List** button to go back to Quotation List page
	- **Update** button to save order
	- **Cancel** button to cancel order
	- **Authorize** Quotation (based on permissions)
	- **Deauthorize** Quotation (based on permissions)
	- **Send to Vendor** (based on vendor set-up)
	- **Actions** button to Create new items on the fly (if required)
	- **Actions** button to Add items to Quotation (if required)
	- **Actions** button to Remove items from Quotation (if required)
	- **Actions** button to Copy items to Quotation Cart (if required)
	- **Actions** button to Copy items to Purchase Cart (if required)
	- **Actions** button to Export Purchase Order as PDF (if required)

																																																		 |Edit_Quotation.png|
 
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**To Search and View Quotations**
--------------------------------------

1.  Click **Quotations** on the navigation bar.
2.	The **Quotations** main page is displayed:

	-Search by Item SKU, Description, or Quotation Code
	- Click the Filters button |Filters_Button.png|to filter by:
				- Created by
				- Create date
				- Description
				- Quotation
				- Require My Authorization (only when the user has manager roles)
				- Status
				- SKU
	
	-Click the Reset Filter button to filter the previously selescted options

3. Use the **Favourite Filters** button to filter by the user's most used filters
4. **Sort by** button can sort the list by:
				- Created by
				- Date created
				- Item count
				- Quotation code
				- Quotation date
				- Status date
				- Status name
				- Vendor

5. Click the **Actions** button to:
				- Cancel selected transactions
				- Export selected as PDF
				- Clear selected transactions

6. Click the blue magnifying glass to view the desired quotation.

|Quotation_List.png|


	
																																																						|Quotation_Filter.png|	

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.. |Add_Quotation.png| image:: ./qehdocsimages/Add_Quotation.png 
	            :scale: 20%

.. |Create_Quotation.png| image:: ./qehdocsimages/Create_Quotation.png 
	            :scale: 80%

.. |Proceed_With_Quotations.png| image:: ./qehdocsimages/Proceed_With_Quotations.png
	            :scale: 20%		 

.. |Edit_Quotation.png| image:: ./qehdocsimages/Edit_Quotation.png 
	            :scale: 80%					 

.. |Quotation_Filter.png| image:: ./qehdocsimages/Quotation_Filter.png 
	            :scale: 80%	

.. |Filters_Button.png| image:: ./qehdocsimages/Filters_Button.png
				:scale: 20%