erpnext/foundation
1
0
Fork 0
mirror of https://github.com/erpnext/foundation.git synced 2026-10-16 18:00:47 +02:00
Code Issues Packages Projects Releases Wiki Activity

Minor text changes

Browse Source
This commit is contained in:
noussh
2018-10-24 13:07:19 +05:30
committed by GitHub
parent 108b260e71
commit 76da7bbec0
1 changed files with 12 additions and 8 deletions
Download Patch File Download Diff File Expand all files Collapse all files

20
foundation/www/docs/user/manual/en/buying/request-for-quotation.md
View File

@@ -5,9 +5,8 @@ A Request for Quotation is a document that an organization submits to one or mor
In ERPNext, You can create Request for Quotation directly by going to:
> Buying > Documents > Request for Quotation > New Request for Quotation
> Buying > Request for Quotation > New
After creation of Request for Quotation, there are two ways to generate Supplier Quotation from Request for Quotation.
<div class="embed-container">
<iframe src="https://www.youtube.com/embed/q85GFvWfZGI?rel=0" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen>
@@ -15,13 +14,18 @@ After creation of Request for Quotation, there are two ways to generate Supplier
</div>
## Supplier Quotation
After creation of Request for Quotation, there are two ways to generate Supplier Quotation from Request for Quotation.
#### For User
__Step 1:__ Open Request for Quotation and click on make Supplier Quotation.
![Request For Quotation]({{docs_base_url}}/assets/img/buying/make-supplier-quotation-from-rfq.png)
__Step 2:__ Select supplier and click on make Supplier Quotation.
__Step 2:__ Select Supplier and click on make Supplier Quotation.
![Request For Quotation]({{docs_base_url}}/assets/img/buying/supplier-selection-from-rfq.png)
@@ -37,25 +41,25 @@ __Step 1:__ User has to create contact or enter Email Address against the suppli
__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 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.
![Request For Quotation]({{docs_base_url}}/assets/img/buying/supplier-password-update-link.png)
* 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.
* If Supplier's user available: system will send Request for Quotation link to Supplier,Ssupplier has to login using his credentials to view Request for Quotation form on portal.
![Request For Quotation]({{docs_base_url}}/assets/img/buying/send-rfq-link.png)
__Step 3:__ Supplier has to enter amount and notes(payment terms) on the form and click on submit
__Step 3:__ Supplier has to enter amount and notes (payment terms) on the form and click on submit
![Request For Quotation]({{docs_base_url}}/assets/img/buying/supplier-portal-rfq.png)
__Step 4:__ On submission, system will create Supplier Quotation (draft mode) against the supplier. The user has to review the Supplier Quotation
and submit it. When all items from the Request for Quotation have been quoted by a supplier, the status is updated in the Supplier
and submit it. When all items from the Request for Quotation have been quoted by a Supplier, the status is updated in the Supplier
table of the Request for Quotation.
#### More details
If a supplier indicates that they will not provide a quotation for the item, this can be indicated in the RFQ document by checking the 'No Quote' box after the Request for Quotation has been submitted.
If a Supplier indicates that they will not provide a quotation for the item, this can be indicated in the RFQ document by checking the 'No Quote' box after the Request for Quotation has been submitted.
![Request For Quotation]({{docs_base_url}}/assets/img/buying/request-for-quotation.gif)