Handle Purchase Quote and send Email

Purchase Quote with Purchase Order Management
Video 1/2
  • Helpful
  • Not helpful
  • Needs update
  • Technical error
Videos with the tag "Commonly Used" describes the functionality that is used by most companies. Commonly Used This video includes functionality from the app "Purchase Order Management" which is available at Microsoft AppSource. Click to visit AppSource. Purchase Order Management

Playlists  Manage

Log in to create a playlist or see your existing playlists.

Open Playlist
Presenter: Jesper Nielsen, Head of Onboarding

In the Purchase Order Management, it is possible to create a quote and send it directly within the system via mail to the vendor and handle it. I will go to the purchase quote and I will create a new one.

So this is a quote of two lines. I will go to the purchase quote and I will go to related, handle quote and send mail. So now we generate the mail with the PDF attached and the purchase management journal are updated. Just discard this mail and if I go to my journal, I can see that the mail is updated. So now I can send the mail. I can see that my quote, these two lines, are updated. So now I will just await an answer from the vendor to tell me whether this quote is suitable or not. So now I have a new quote.