Quotations

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To Create Quotations

1. Click Quotations on the navigation bar

2. Click the Add Quotations 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)

     

4. Once completed, click the Proceed With Quotations 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)

     

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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|

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