In purchase order management, you can send purchase quotes to your vendors directly by email, straight from the requisition worksheet or the planning worksheet. You select the lines you want a quote on, run the send mail function, and the system generates the quotes and emails them with a PDF attached.
You can choose to delete the worksheet lines after the quotes are handled. The new purchase quotes are then registered on each vendor, ready for you to review or send again.
Sending purchase quotes by email from the worksheet
When you work with purchase order management, you can send quotes to your vendors directly from either the requisition worksheet or the planning worksheet. There is no need to create the documents manually and attach them yourself. The system handles the whole flow from the worksheet line to the outgoing email.
In this example we are on the requisition worksheet. You start by putting a check mark on the lines you want to make a quote on. This lets you control exactly which lines are turned into quotes in one operation.
Running the send mail function
Once you have selected your lines, go to Actions, then Functions, and choose to handle the journal and send the mail. From here you select the option to create quotes, and confirm with OK.
The system then asks whether the lines should be deleted after handling. If you answer yes, the worksheet lines are removed once the quotes have been created, so your worksheet stays clean and only shows what still needs attention.
What happens after the quotes are sent
Each quote goes out in an email with the PDF attached, and is registered on the vendor it belongs to. When you open the purchase quotes, you can see the new purchase quote that was created from the worksheet. From there you can also send it again by email if you need to.
Q&A
Where can I send purchase quotes by email from?
You can send purchase quotes by email directly from the requisition worksheet or the planning worksheet in purchase order management.
How do I send a quote to a vendor from the worksheet?
Put a check mark on the lines you want a quote on, then go to Actions, Functions, and choose to handle the journal and send the mail. Select the option to create quotes and confirm with OK.
Can the worksheet lines be removed after the quotes are created?
Yes. When you run the function, the system asks whether the lines should be deleted after handling. If you answer yes, the lines are removed once the quotes have been created.
What does the vendor receive?
The vendor receives the quote in an email with the quote attached as a PDF. The quote is also registered as a purchase quote on the vendor.