Uploading PR Quotation

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
3 min read
 SummitAI Procurement
Procurement
 Reports

Viewing Reports

A request for quotation from the buyer to a seller is a standard procurement process to invite sellers/suppliers into a bidding process. The user can upload a quotation against each Purchase Request. 

To upload PR Quotation by User: 

  1. See PR QUOTATION to upload a quotation.

To upload PR Quotation by Procurement Team: 

  1. Select Procurement > Users > Manage Request > PR Quotation. The PR QUOTATION page is displayed.

    PR QUOTATION page
    Figure: PR QUOTATION page

  2. On the PR QUOTATION page, select the PR from the PURCHASE REQUEST LIST.

    Note:

    Under the PURCHASE REQUEST LIST section on the PR QUOTATION page , you can click on the PR Code to view the PR details.

    PURCHASE REQUEST DETAILS pop-up page
    Figure: PURCHASE REQUEST DETAILS pop-up page

  3. Click UPLOAD PR QUOTATION. The UPLOAD PR QUOTATION section is displayed.

    UPLOAD PR QUOTATION pop-up page
    Figure: UPLOAD PR QUOTATION pop-up page
  4. On the UPLOAD PR QUOTATION section, fill in the required details. For more details, see Field Description.
  5. Click SUBMIT.

Field Description

The following table describes the fields on the PR QUOTATION page:

Fields

Description

Vendor

Select the vendor from the drop-down list of approved vendors.

Quotation Ref. No.

Specify the reference number of the quotation.

Quotation Cost

Specify the cost and currency, as mentioned in the quotation.

Quotation Date

Specify the date from the calender, as mentioned in the quotation.

Remarks

Provide your remarks.

Attachment

Attach a copy of the quotation.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the PR QUOTATION page. 

UPLOAD PR QUOTATION

Click UPLOAD PR QUOTATION to upload the quotation details. 

APPROVE PR QUOTATION

Click APPROVE PR QUOTATION to upload the quotation. For more information, see Approving PR Quotation. 

PRINT

Click PRINT to print the page. 

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the records displayed on this page to a Microsoft Excel sheet. 

EXPORT ALL

Click EXPORT ALL to export all the records to a Microsoft Excel sheet.