Sales
To convert a Quotation Request to a Purchase Quotation
- Select “Purchases” from the navigation menu.
- Select “Quotation Requests“.
- Select the required quotation request.
- Click the button “Convert to Purchase Quotation“.
- Select the supplier you have settled an agreement with using the drop-down menu (in case there were more than one supplier)
- Input the agreed prices in “Unit Price” next to each item to be purchased according to the received quotation from the supplier.
- For more information on Purchase Quotations, please refer to the tutorial “Creating a Purchase Quotation“.
- Click “Preview” to preview the Purchase Quotation before saving.
- Click the “Save” button.
- Click “Save and Email” or “Save and Print” as required.