Overview

An Unlinked Quotation is a new Quote that is not being created as a response to a received Request for Quotation. It should be noted that not all buying organisations will accept unlinked documents - if the buying organisation you are creating the Unlinked Quote for does not support unlinked documents then the following features will not be available.

Click the option in the main menu.  The Documents page will display (e.g. as shown below):

Click from the Documents options and the tree panel will be displayed. Click on the name of the Buying Organisation you wish to create an Unlinked Quote for. The Buying Organisation will now be highlighted in yellow and summary information will be displayed in the right hand screen.

Select in the dropdown list and Click . The Quote Creation page will now be displayed and the Quote can be created as per the section Creating a New Quote.