Quotations

To access the Quotations module, the user must navigate through the Main Menu as follows:

Procurement → Quotations

From the Quotations screen, locate the relevant (initially empty) quotation created for the supplier, download it to the local PC, and distribute it through the preferred communication method.

By selecting the respective quotation, the following screen will follow:

To generate the quotation in a format ready for distribution (PDF or Excel), the user must either Export to Excel or select Print from the Reports drop-down menu to produce the empty quotation document.