Request For Quotation
A Request for Quotation is a document that an organization submits to one or more suppliers eliciting quotation for items.
In ERPNext, You can create request for quotation directly by going to:
Buying > Documents > Request for Quotation > New Request for Quotation
After creation of request for quotation, there are two ways to generate supplier quotation from request for quotation.
Step 1: Open request for quotation and click on make supplier quotation.
Step 2: Select supplier and click on make supplier quotation.
Step 3: System will open the supplier quotation, user has to enter the rate and submit it.
Step 1: User has to create contact or enter email id against the supplier on request for quotation.
Step 2: User has to click on send supplier emails button.
- If supplier's user not available: system will create supplier's user and send details to the supplier, supplier will need to click on the link(Password Update) present in the email. After password update supplier can access his portal with the request for quotation form.
- If supplier's user available: system will send request for quotation link to supplier, supplier has to login using his credentials to view request for quotation form on portal.
Step 3: Supplier has to enter amount and notes(payment terms) on the form and click on submit
Step 4: On submission, system will create supplier quotation(draft mode) against the supplier. User has to review the supplier quotation and submit it.