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Page History: Creating A Customer Quote/Vendor Bid

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Page Revision: Fri, 24 Aug 2012 15:51

Table of Contents [Hide/Show]    General Description    Step By Step Instructions

General Description¶

Default Menu Location Transaction >> Quotes >> Customer Quotes

Screen Name: RFQ

Function: If a user wants to send out a list of items (for a Sales Order) to vendors for pricing, they can use this method.

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 responded to the bids with costs/pricing, open the bid back up, and click the Update Bids Button .

Step 7: In the Update Vendor Bids 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 Quote again

Step 10: Finally, click the Convert to Order Button (this generates PO’s and SO’s)