Stock & Supplyimport { Callout, Steps } from ‘nextra/components’
Request and Review Quotes
Goal: Ask suppliers for prices, compare responses, and choose the offer that should move forward to ordering.
Before you start
- A purchase request must already exist.
- The purchase request should contain the items that need supplier pricing.
- Supplier records should be available for the suppliers you want to contact.
- You must have permission to manage purchase requests and supplier selection.
Steps
Open Stock & Supply, go to Procurement, and open the purchase request you want to send for quotation.
Review the requested items
Check item names, quantities, notes, budget information, and delivery needs before contacting suppliers.
Choose suppliers
Use the supplier selection action to choose the suppliers that should receive the quote request.
If a supplier is missing, create or request the supplier record before sending the quote.
Send the quote request
Send the request and wait for supplier responses according to your onboard or shore-office process.
Compare responses
Review price, currency, availability, delivery timing, and any notes from the supplier.
Do not choose the cheapest offer automatically if delivery timing, quality, or conditions make another supplier more appropriate.
Select the preferred offer
Mark the best offer or preferred supplier when you are ready to continue. Then move to order creation when the workflow allows it.
[PLACEHOLDER: screenshot - purchase request quotation area showing suppliers and quoted item lines]
Result
The purchase request has a selected supplier or preferred offer. The purchasing team can now create an order from the accepted items.