To create a manual Quote, click the Create Quote link on the Quotes home page

PO-create manual quote link-CREST ERP

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

PO-Manual quote created-CREST ERP

You need to add items to the quote on the Update Quote Status tab that opens as the Quote is saved

PO-Manual quote-add items-CREST ERP

Once items are added, the Quote can be reviewed and accepted/rejected

PO-Manual quote-accepted-CREST ERP

If the Quote is approved, the Create Order link will be activated.

PO-Manual quote-completed-CREST ERP

Refer Convert Quote To P.O for the next steps with an approved order

Last modified: Feb 16, 2021

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