How to Award a Quotation and Create a Purchase Order (PO)?

Coming soon.

The buyer user must manually award a quotation to the Seller. Awarding a quotation to any supplier means that a PO is created. A quotation is not successfully awarded if the PO is not created or sent.

• This can be done whether an Approver has voted or not on a quotation. 

• The Seller can then see his quotation as being won.

• Buyers can award multiple quotes (from different suppliers) in one RFQ.

1. Go to the RFQs page.

2. Choose an RFQ.

3. The system displays the RFQ details page.

4. At the bottom of each quotation box, the Quote Acceptance section is displayed.

5. Users can click on the “Decline” cta button to reject the quote sent by the supplier.

6. The system sends email notifications to Supplier for declined quotes.

7. Users can click on the “Yes, Create PO” cta button to award the quote to the supplier.

8. The system sends email notification to Supplier and buyer for awarded quotes. 

9. If accepted, the system:

   1. automatically creates the PO as a Draft, and

   2. the redirects user to the PO form that is auto-populated with the details from the awarded quotation.

10. The user reviews and completes the form.

11. The user clicks on the “Create PO” button.

12. System:

    1. automatically creates a Sales Order (SO) for the Supplier, where the SO will have a status of Pending that a Supplier must Request;

    2. sends an email notification to Supplier that PO has been created and to accept the SO; 

    3. Updates quotation status to “Won.”