Create a Request For Quote

A Purchase with a Pending or Inactive status is used to submit a request to a Supplier for quoting.

To create a quote request:

Navigate to the Purchases list, and click New and select the relevant Job from the dialog box.

Alternatively, you can start from the Job record. Click the Purchase tab then click New Purchase. This is the recommended way to create a Purchase and is generally quicker.

You may now enter the details in the resulting Purchase record which will have an initial status of Pending. Enter a Supplier in the Supplier field, and a Contact. Complete or alter any of the other fields in the top pane as required.

 

Now you can enter details into the Request Body and Request Footer on the lower left hand side of the screen. These will appear in the printed or emailed quote request.

Enter specifications as required.

Finally, the quote request can be sent via Email using the Send to Email button. Alternatively, the quote request can be printed using the print button and selecting ‘Quote Request’ from the resulting dialog box. Note, emailing or printing the request automatically changes the Purchase status to On Request.

Tip: You may edit the default Specifications available. After clicking to select a Specification, scroll down to the bottom of the list and select Edit.

 

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