Adding Quote Lines Not on Request For Quote

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Overview

 

In addition to quoting for the lines contained within the related Request For Quote, there is also sometimes a requirement to quote for additional lines e.g. shipping charges etc.

 

Note: You must be in "Edit" mode (see Editing an Existing Quote) in order to add lines to the Quote.

 

The Supplier Portal allows three types of additional lines that can be added to a Quote:

 

Bullet An Item line for normal goods and services

 

Bullet A Shipping line for charges related to the delivery of goods

 

Bullet An Other Charge line for charges not directly related to delivery

 

Select one of the types by:

 

Do-it Clicking on the corresponding radio_button and then

 

Do-it Click addnew

 

quote_addtional_lines_add

 

 

Enter the relevant data into the fields provided.

 

managinginvoice_addnonorderline_details

 

Do-it Click save to save your changes or

 

Do-it Click undo to undo (not save) your changes