How to Create Supplier Quotes
Follow the Process to Create Supplier Quotes
- Click on "Add a New Record" or use the "+" sign to initiate the creation of a new Supplier Quote.
- From the dropdown list in the Supplier Section, choose the name of the Supplier associated with this quote.
- Enter the issue date and quote expiry date in the respective fields.
- Choose the Salesperson's name from the available options, or if necessary, click on "+Add New Supplier Contact" to create a new contact for the Supplier.
- Enter the unique Supplier Quote Number to help identify this quote in the system
- If applicable, provide the Customer Reference Number associated with this quote
- If there is an Online Quote Link available, enter it in the designated field
- Under the Document section, upload any relevant PDF documents related to this quote
- From the dropdown list, choose the Project Name with which this quote is associated
- To add products to the quote, click on "+Add New"
- For each product, input the Product Number and provide a description
- Enter the Quantity of each product required for the quote, along with its Price, and select the appropriate unit
- The Price will be calculated automatically based on the quantity and unit price
- Click on Submit to save
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