Quotations
Supplier quotations received in response to a request.
Overview
A supplier quotation records a vendor’s price offer with its validity date. Quotations are compared side by side and the winner becomes a purchase order, which opens pre-filled so you can adjust before saving.
When to use quotations
- You ask several suppliers for prices.
Step by step
In the Accounting module open Vendors in the green navigation bar, then choose Quotations under Purchase Workflow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Columns: Number, Supplier, Status, Valid Until, Actions.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- purchase.quotations.create
- purchase.quotations.read
- purchase.quotations.update