Use this sub module to capture the quotations received from respective suppliers in response to a procurement requisitions into the system.
To access this sub module click on:Procurement and Assets Management -> Navigate -> Operations -> Procurement -> Quotations.
The following screen will open up :
All the available quotations are displayed.
Click on the ADD NEW button to open the following screen :
On the above screen :
Supplier - click on the supplier look up icon to open the following supplier look up dialog box:
Select the supplier whose quotation is being captured into the system.
The supplier's Mobile Phone & Email fields will be automatically populated with data.
Quotation Date - Select the quotation's date from the calendar icon.
Validity Period - Set the supplier's validity period by typing it in or setting using the up/down scroll keys.
Validity period refers to the period of time when the quotation is received to the time a purchase order is raised from it.
Simply put as the period of time after which the quotation is no longer enforceable.
Document Number - type in the document number of the quotation being captured.
Document - select the quotation document to be attached to the details being captured into the system.
Click on the document look up icon to open the following windows explorer dialog box:
Find the quotation document saved on the computer, double click on it to upload into the system.
Title - Type in the quotation's title.
Description - type in a brief description of the quotation, citing a little detail of the quotation.
Item Details Pane :
Item Description - Click on the item description look up icon to open the following item register look up dialog box
Select the item quoted by the supplier.
The Category & Unit of measure fields will be automatically populated with data.
Quantity - type in the quantity of the goods quoted by the supplier. Alternatively, use the up/down scroll keys to set a figure.
Unit cost - type in the unit cost of the quoted item.
Click on the add button to commit the item to the quotation items pane :
Select an item, then click on the remove button to effect its removal from the quotation items.
Click on the create button to save the quotation into the system.
On successful completion you will get a pop up message confirming that the operation was successful.
Identify the quotation to be edited :
Click on the edit icon against the quotation to open the following window :
On the above screen:
The Supplier, Mobile number, Email, Quotation Date & Validity Period fields cannot be modified.
Make applicable changes to the Document Number, Document ,Title & Description fields.
Item Details Pane :
Make changes by adding more items to the supplier's quotation or remove erroneously captured items from the Quotation Items tab :
Click on the update button to effect the changes into the system.
On successful completion you will get a pop up message confirming that the operation was successful.
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