Supplier Quotations

Supplier Quotations

The Supplier Quotations guide helps you create, view, and manage quotations received from suppliers. Quotations allow you to track offers before converting them into purchase orders.

Creating a New Quotation

1. Navigate to Procurement → Quotations.
2. Click Create New Quotation.
3. Fill in the following fields:

• Quotation Reference *
  Reference is auto-generated. Click the lock to edit manually.

• Supplier *
  Search and select the supplier providing the quotation.

• Quotation Date *
  Select the date of the quotation (default is today).

• Location *
  Choose the location for which this quotation is valid.

• Ledger *
  Select the ledger associated with this supplier.

• Currency *
  Pick the currency of the quotation.

• Remarks
  Optional notes or instructions from the supplier.

4. Click Save.

After saving, you will be navigated to the quotation detail page where you can:

• Add products or services with quantity, unit price, and taxes.
• Edit the quotation details if needed.
• Approve, convert to Purchase Order, or cancel the quotation.

Tips

• Keep supplier contacts updated for accurate selections.
• Double-check currency and tax details before saving.