1. Equipment Rental
  2. Rental Management
  3. Rental processes
  4. Purchasing
  5. Purchase orders

Vendor Request for quotation

To get the best price from one or more vendors, send a request for quotation. You can select vendors and enter required criteria, such as lead time and price.

After receiving vendor responses, you can send a follow-up or convert the best quotation into a purchase order.


Purchasing agent Purchasing agent Start Start Create a request for quote Create a request for quote Create a request for quote when the item number is not known and you must compare vendor offers. This activity lets you collect and evaluate quotes from several vendors before proceeding. Procedure 1. Navigate to procurement and sourcing > Request for quotations > All request for quotations 2. Click New 3. In the Warehouse field, enter or select the desired value 4. In the Site field, enter or select the desired value 5. Click OK. 6. Close the page. Add the lines with item category Add the lines with item category Add lines for the items you want to include in the request for quote. If the item number is unknown, you can select line type Category when creating the line. Procedure 1. Go to Procurement and sourcing > Request for quotations > All request for quotations 2. In the list, select the desired record 3. In the Line type field, Select category 4. In the procurement category field, enter or select the desired record 5. In the Product name field, enter a name. 6. In the quantity field, enter a value 7. In the Unit field, enter a value 8. Click Save. 9. Close the page. Add vendors and send request for quotes Add vendors and send request for quotes Add the vendors to whom the request for quote must be sent. Procedure 1. Go to Procurement and sourcing > Request for quotations > all request for quotations 2. In the list, select the desired record. 3. Click Header. 4. On the vendor tab in the vendor account field, enter or select the desired value 5. Click Save. 6. Click Quotation. 7. Click Send. 8. Click OK. 9. Close the page. Manage replies Manage replies Manage vendor replies and compare their offers. Procedure 1. Go to Procurement and sourcing > Request for quotation > All request for quotations 2. In the list, select the desired record 3. Click Quotation. 4. Click Manage replies 5. In the list, select the desired record 6. Click Edit > Edit RFQ Reply 7. In the Lines, edit the vendor reply 8. Click Submit 9. Close the page. End End Create, send & amend purchase orders

Create, send & amend purchase orders

You can create, send, and amend a purchase order. You can create a purchase order from:

  • A stand-alone order from the All purchase orders page
  • A project
  • A sales order
  • The vendor page
  • A request for quotation

This flow explains how to create a stand-alone purchase order from the All purchase orders page.

 Adjust Reply Adjust Reply Rejected Accepted Revise

Activities

Name Responsible Description

Create a request for quote

Purchasing agent

Create a request for quote when the item number is not known and you must compare vendor offers.

This activity lets you collect and evaluate quotes from several vendors before proceeding.

Add the lines with item category

Purchasing agent

Add lines for the items you want to include in the request for quote. If the item number is unknown, you can select line type Category when creating the line.

Add vendors and send request for quotes

Purchasing agent

Add the vendors to whom the request for quote must be sent.

Manage replies

Purchasing agent

Manage vendor replies and compare their offers.

Create, send & amend purchase orders

Purchasing agent

You can create, send, and amend a purchase order. You can create a purchase order from:

  • A stand-alone order from the All purchase orders page
  • A project
  • A sales order
  • The vendor page
  • A request for quotation

This flow explains how to create a stand-alone purchase order from the All purchase orders page.

Adjust Reply

Purchasing agent

Provide feedback