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How do you create a request from a quote?
How do you create a request from a quote?

Convert a supplier quote into a request by following these steps.

Updated over a week ago

Prerequisites

Before you begin, ensure you have the following:

  • View and edit access to the Request module.

  • The supplier quote file you'd like to convert.

Step-by-Step Instructions

Step 1: Access the Requisition module

  • To create a purchase request from a quote, click the "Request" button on the left Menu under the Purchase dropdown.

  • Click on New Request.

  • Click "From Quote" on the Requests page.

Step 2: Upload the Quote:

  • Under "Request From Quotes," drag and drop or browse for the PDF quote file from your supplier and click 'Create Request'.


    FAQs and Troubleshooting

    1. What file formats are supported for uploading quotes?

  • Currently, only PDF files are supported for uploading supplier quotes.

    2. What should I do if the uploaded PDF quote is not creating a request?

  • Verify that the PDF file is not corrupted and contains the necessary information. If the issue persists, contact the support team for further assistance.

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