Page History: Creating A Customer Quote/Vendor Bid
Compare Page Revisions
Page Revision: Fri, 24 Aug 2012 15:34
General Description
Default Menu Location Transaction >> Accounts Receivable >> Apply Credits
 Vendor Bids Screen |
Step By Step Instructions
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
Step 4: Click the Generate Bids Button
Step 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)
