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Amman, Jordan[email protected]+962 795 900 124
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Client loginالعربية Amman, Jordan[email protected]+962 795 900 124

Purchase: from request to paid

Quotations

What vendors quoted against a request. A quotation arrives from a vendor by email, on paper or over the phone; here you record the one you were given, so the quotes can be compared side by side.

Where

Purchase › Procurement › Quotations

Who

Buyers.
1
Press + Record a quotation. Choose the Vendor and the request it answers in Against request. Set the Currency, the Buyer and the date it Expires on.
2
Fill the lines: the Catalogue item, its Description, the Quantity, the Unit price and the Tax. + Add a line adds another. Add the Vendor note and the Terms and conditions if the vendor gave any.
3
Press Save quotation.
The Record a quotation form

The list shows Reference, Vendor, Against request, Issued, Expires, Total, Buyer and Status. Narrow it by vendor or by request.

The quotations list

The quotation’s page

Press a quotation: its page slides in over the list. It has no tabs; it reads top to bottom: Lines, Details, Files, Discuss (messages with the vendor) and Activity.

ButtonWhat it does
Compare the quotes for this requestPuts every quotation for the same request side by side.
Accept this quotationChooses this vendor’s offer.
Send to the vendorSends the quotation to the vendor.
Edit, Archive, View PDF, DownloadChange it, put it away, or take it as a file.

Flowrica on this screen

Flowrica can record the quotation with you, one question at a time: open her from the top bar and choose Record a quotation.

Before: Ask to buy · Next: Purchase orders