Creating a Quotation Request

• Note: Before starting, make sure to activate the Purchases Cycle app in your account.

What is a Quotation Request?

A quotation request or a purchase quotation request refers to the request that you send to a number of suppliers to know the prices of the products you want to purchase, so that you can set your mind on the best offer, and convert it to a purchase order.

Creating a Quotation Request

1. Click on “Purchases” from the main menu.
2. Select “Quotation Requests”.
3. Click on the “Add Quotation Request” button.
4. Enter the quotation details:
   • General Information
     • Code: An automatic unique number for each quotation request, generated by the system.
     • Request Date: The date on which you sent the quotation request. By default, the current date is set.
     • Required By: The expected date when the quotation will reach you.
     • Suppliers: Enter all suppliers you’re expecting quotations from. Ensure the supplier is pre-added to your registered suppliers in the system.
       • For more details, refer to the guide: “Adding a New Supplier”.
   • Quotation Request Items
     • Item: Choose the product for which you want a quotation. Ensure the product is among those registered in your inventory.
       • For more details, refer to the guide: “Adding a Product/Service”.
     • Quantity: Specify the quantity you want a quotation for.
       • Note: The specified quantity of the product is the same quantity that will be used for the purchase order to suppliers. You won’t be able to change it, so be precise when setting it.
     • ➕ Add: Click the “Add” button to include more products in the same quotation request.
   • More Details
     • Notes: Add any required notes.
     • Attachment: If you wish to attach a file or illustrative images.
5. Click “Save”.