Creating a New Quote

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Overview

 

A new Quote based on an existing Request For Quote can be raised from the Documents page,Request For Quote Summary or Request For Quote View page:

 

Do-it Select quote_create_button in the dropdown list and Click go

 

The Quote Creation Page is displayed.

 

create_quote_Header_save

 

The header details of the Quote is highlighted in yellow and this header must be saved before any lines can be added. If auto-numbering for Quotes has been disabled within the Admin - General Admin module, a Quote number must be entered.

Once this number has been entered, or if auto-numbering for Quotes has been enabled the save button can be clicked on to save the header and create the Quote.

 

quote_detail_view

 

It is also possible to edit an existing Quote that has not yet been sent to the buying organisation (see Editing an Existing Quote).

 

Now that the quote header has been saved, you can:

 

Do-it Click back to return to the previous screen.

 

Do-it Click PrintPreview to print the Quote

 

Do-it Click DocumentDelete to delete the Quote

 

Do-it Click DocumentSend to send the Quote to the buying organisation

 

Do-it Click edit to change the Quote header / comment details

 

Do-it Click addnew to the right of non_order_line_details to add a line not on the Request For Quote

 

Do-it Click addnew to the right of Document_attachments_box to add an attachment to the Quote

 

Do-it Click AddMultiple to add all lines from the Request For Quote lines

 

Do-it Click add within the Request For Quote lines to add a single line to the Quote

 

Do-it Click edit within quote_validity_section to change the Quote Validity settings

 

 

NOTE: You may not be able to send a Quote without entering further information (for example one or more quote lines). Until these actions are complete, the send button will be unavailable:

 

DocumentSendGrey

 

Details displayed on this page include the following:

 

       Bullet Dated - The date of the quote as stated by the supplier organisation.

 

       Bullet Raised - The date & time that the quote was raised by the system.

 

       Bullet Sent - Whether or not you have sent the document to the buying organisation.

 

       Bullet Currency - The currency of the Quote.

The default currency for the Supplier Portal is GBP (Great British Pounds).

If an alternate currency has been used by the sender for the Request For Quote that this Quote is responding to,

the following will be displayed:-

 

ordersummary_altcurrency

 

•The EUR is the alternate currency e.g. EUR = Euros
•The Rate is the currency applied exchange rate between this currency and GBP e.g. 1.494
•The Source is the source for the exchange rate e.g. HMRC

 

       Bullet Value Excl.Tax - The total value of the quote excluding tax.

 

       Bullet Total Value - The total value of the quote including tax, if appropriate and known.

 

quote_header_view

 

You can display further details about the parties to the quote by clicking expand next to "Parties" and the details will be displayed:

 

Do-it Clicking expand next to parties and the details will be displayed:

 

quote_parties

 

You can display delivery information for the quote by clicking expand next to delivery.

 

quote_delivery_details

 

Further details displayed include:

 

       Bullet Related Documents - Other documents that are associated with this quote. Clicking

       on a document will cause the display to switch to that document

 

Bullet Attachments - any attachments added to this document.

 

       Bullet Comments - Further comments added by you regarding this quote.

 

Line details displayed include:

 

       Bullet Line - A number indicating the sequence of the lines

 

       Bullet Item Code, Classification, Description & Comments - The code used for the goods or services, any classification

e.g. UNSPSC codes, its description and any comments about this line of the Quote

 

       Bullet Delivery - The date on which the goods or services will be delivered

 

       Bullet Quantity - The number of units of the item being quoted

 

       Bullet Unit - The unit of measure of the item

 

       Bullet Price - The price of one unit of the item

 

       Bullet Extended - The value of this line of the Quote, excluding tax

 

       Bullet Tax Rate - The rate of tax that applies to this line of the Quote

 

       Bullet Line Total - The value of this line of the quote, including tax

 

quote_line_hedaer

 

 

Request for Quote details displayed include:

 

       Bullet Line - A number indicating the sequence of the lines.

 

       Bullet Item Code, Manufacturer, Mftr Item Code, Description & Comments The code used for the goods

or services, the manufacturer if appropriate and known, the Manufacturer Code if known, a description and any comments about this line of the order.

 

       Bullet Classification - The classification type and code assigned to the goods or services

 

       Bullet Quantity - The number of units of the item being ordered.

 

       Bullet Unit - The unit of measure of the item.

 

       Bullet Deliver By - The required date of delivery for the goods or services.

 

       Bullet Quoted - A Yes or NO value indicating if the line has been included within a Quote

 

       Bullet Add to Quote - A button that allows the item to be included within the Quote

 

quote_rfq_line_details

 

 

Quote footer details include:

 

       Bullet Validity - The date that the Quote is valid to.

 

       Bullet Ext. Subtotal The total of the extended values of all the lines i.e. excluding tax

 

       Bullet Tax - The total tax value

 

       Bullet Total - The total value of the invoice, including tax

 

quote_footer_details