To create a manual Quote, click the Create Quote link on the Quotes home page
On the Quote creation page, give the quote a Name and add the Supplier who has sent the Quote. You can add a Valid From Date, Valid Thru Date and a Description, if needed. Click Create to generate the Quote
You need to add items to the quote on the Update Quote Status tab that opens as the Quote is saved
Once items are added, the Quote can be reviewed and accepted/rejected
If the Quote is approved, the Create Order link will be activated.
Refer Convert Quote To P.O for the next steps with an approved order
Last modified:
Feb 16, 2021
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