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Page History: Creating A Customer Quote/Vendor Bid

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Page Revision: Fri, 24 Aug 2012 15:10

Step 1: Open “Add/Change/Void Customer Quotes” screen Step 2: Fill in Sold To and corresponding info Step 3: Save and fill in Line items as drop ship items Step 4: Click the Generate Bids buttonStep 5: In the Generate Vendor Bids screen, check the boxes for corresponding vendors you would like to send bid to and press GENERATE Step 6: Once Vendors have answered, open the bid back up, and click the Update Bids button Step 7: In the Update Vendor Bids/RFQ/Buyout Sheet screen, enter in the costs vendors submitted(double click inside the cost box to edit costs) Step 8: In the same screen, click Use Lowest Cost (if you want to use this) and click Update Quote Step 9: Click Update Bid button again, select winning bids (in yellow) and press update again Step 10: Click the Convert to Order button (this generates PO’s and SO’s)