How To: Create Supplier Quotations
To create Supplier Quotations:
- Load the sales order which requires quotations to be obtained from your suppliers.
Note: if you are creating a new sales order, it will need to be saved before the following functionality will work.
- Green select the sales order lines which you want to create supplier quotations for.
Note: if you do not green select any lines a warning popup will be displayed asking whether you want to create supplier quotations for all of the sales order items.
- Press or clicking the down arrow immediately to the right of the to open the 'Other Actions' menu.
- Select the
Quotessub-menu followed by
Supplier Quotesand then
Create New Supplier Quotes.