Working with Purchase Quotes

Overview

It's good practise to get quotes or estimates from multiple suppliers. You can use the Purchase Quote to create a list of Items for which you want the Supplier to provide you with a cost of supplying the products and services. Equally you can use the Purchase Quote to record any details of a quote or an estimate the supplier has sent to you.

Prerequisites

Using salesorder.com the basics

Entering Line Items

Working with Transactional Documents

Working with Items

Entering and Editing

Creating a new Purchase Quote

See Creating new Transactions and Entering Line Items for the basic information.

Purchase Quote Key Facts

•	Purchase Quotes are used to provide a detailed Item by Item description on what you are going to buy from a Supplier. Use it to send to Suppliers for competitive tenders.

•	Issuing a Quote does not affect the associated Supplier balance.

•	The Ref # is a unique identifier/number associated with the Document. See Working with Reference numbers (Ref #).

•	The format of the Printed Document (e.g. your company logo, colors etc.) and which columns are displayed in the Line Item table are configurable. See Working with Document Templates.

•	Once a Quote has been create you can then generate Purchase Orders, Bills or Cash Purchases from the Quote as required.

Related tasks and information

Configuring Transactional Documents

Entering Billing/Shipping addresses

Creating related Documents

Printing Documents

Working with Emails

Transaction Audit Trail

Working with Purchase Orders

Working with Bills (Supplier Invoices)

Working with Cash Purchases

Working with Memos

Working with Classifications