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, Dscription 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_Quotation.png button, and the Edit Quotation page is displayed:

    • Ente the Quotation Date

    • Select a Vendor

    • Upload a 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 being blank if something was entered)

    • Quotation List button to go back to Quotation List page

    • Update button to save quotation

    • Cancel button to cancel quotation

    • Authorize button to authorize quotation

    • Deauthorize button to deauthorize quotations (can only be seen after the tansaction has been authorized)

    • Send to Vendor button (once the vendor has an email in IMS)

    • Process button (once the quotation has been sent to vendor)

    • Actions button to Create a new item

    • Actions button to add items

    • Actions button to remove items

    • Actions button to Copy items to quotation cart

    • Actions button to Copy items to purchase cart

      Edit_Quotation.png

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 Code

    • Search by Vendor

    • Search by Date Range

    • Search by Status

    • Search by Quotation Code

    • Search by Created by

    • Show requiring my authorization

    • Apply Filters button to search for items

    • Reset Filters button to remove all filters

    • Actions button to Export selected as PDF (only seen if a transaction has been clicked/selected)

    • Actions button to Clear selection

    • Click the magnifying glass on a transaction to view item

      Quotation_Filter.png