Requisitions - Send Quotations

Procurement>Requisitions

Visual Walkthrough

In the previous stage, you have created a Requisition record and made quotations into the system, a new requisition record will now be visible.

To locate a previously submitted requisition, navigate to the Requisitions page and enter the corresponding requisition number in the search field.

Procurement>Quotations

To view all related empty quotations for a specific requisition, go to the Quotations page and enter the same requisition number. This will display all quotations associated with that requisition that have not yet been filled.

By going to the requisition supplier seleciton tab, you need to select all the suppliers you currently want to send them quotations.

By clicking on the Inform Actions button, you are presented with the following options:

1. Inform Suppliers

Selecting this option will notify the selected suppliers via email. The email will include the quotation in which they have been invited to participate and grant them access to the Vendors Portal.

• If the supplier does not already have a Vendors Portal account, they will automatically receive login credentials along with a user manual explaining how to submit their quotation through the portal.

2. Send RFQs to Suppliers

This option sends an email to the supplier containing the quotation along with an Excel file. The supplier can fill in their quotation directly in the Excel file and return it to you via email.

3. Inform Suppliers and Send RFQs

Choosing this option sends both the Vendors Portal invitation and the Excel-based RFQ email. Suppliers will receive both methods of responding, allowing them to choose their preferred option.

At this point, you have sent your quotation to the selected suppliers and are now waiting to receive their responses.

Video Walkthrough