How To: Send Supplier Quotations

To send Supplier Quotations:

  1. Open the Sales Orders screen.
  2. Press F9 or clicking the down arrow immediately to the right of the to open the 'Other Actions' menu.
  3. Select the Quotes sub-menu followed by Supplier Quotes and then Open Supplier Quotes.
  4. Specify the required date range using the 'Date From' and 'Date To' filters.
  5. Click the 'GO' button.
  6. Double click on the relevant sales order to load the related supplier quotations.
  7. Green select the suppliers / stock items that you wish to send supplier quotation emails for.
  8. Click the Generate Quote Emails button Generate Quote Emails button.
    Note: to be able to send the quotation emails you will need to have an Email Template set up with a template code of "SupplierQuote".

See Also

Did you find this article helpful?