Quotations from suppliers can be stored in the system. They can be used together with the purchase automation extension, selected from a purchase order, or just viewed from the item card. Supplier quotations can be entered to the system directly or transferred in bulk using an Excel spreadsheet.
- Can be used together with the purchase planner option to fully automate purchase order creation against a supplier’s own quotation.
- Supports mapping of item id’s to manufacturer part numbers
- Supports foreign currency exchange rate tracking
- A preferred quotation can be set to override other quotations.
- The purchase planner can be set to select from the best of several quotations.
- License the option from the Admin menu.
- On the Purchase menu, go to the Supplier Quotations dashboard to create a new supplier quotation.
- Optionally use the Excel upload facilities to upload a supplier’s price list in bulk from the Other operations dashboard.