Step-by-Step Instructions
Step 1: Navigate to the "Supplier Quotes" Section
Go to the "Supplier Quotes" section in ProcureDesk.
Step 2: Create a New Supplier Quote
Click on "New Quote" to initiate a new supplier quote and enter the basic details.
Step 3: Enter Line Item Details
Enter the details of the items for which you are requesting quotes.
Step 4: Send the Quote to the Supplier
After entering the details, click on "Send to Supplier" to send the quote to the suppliers.
Step 5: Email Sent to Supplier
The system will email the supplier's order contact. Ensure the supplier's email is correctly entered in their profile.
Step 6: Next Steps
Once the supplier responds, the status of the quote will be changed to "Supplier Responded," allowing orders and requests to be created against it.
Open the supplier quote and click on 'View Response' under Actions.
Click on ''Create Order'' or "Create Request" to create an order or a request at the bottom of the response page.
FAQs and Troubleshooting
What if the supplier didn't receive the quote request?
Ensure the supplier's email address is correct in their profile. Please ask them to check their spam or junk email folders.
Can I edit a quote after sending it to the supplier?
Once a quote is sent, it cannot be edited. If changes are necessary, withdraw the request and make the changes.