Getting Started

To manage your organization's vendor quotes, click 'Vendor Quotes' tab.

Adding Vendor Quotes

Step 1: Click 'Add Vendor Quote'.

Step 2: Provide the details of your vendor quote.

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Required fields:

Status
Vendor ID

Step 3: Click ‘Save’.

Once the vendor quote is added successfully, a green banner will appear at the top of the vendor quote list.

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You can add multiple Vendor Quotes in one Repair Order.

Editing Vendor Quotes

Step 1: Open the vendor quote you want to update.

Step 2: Update the details of your vendor quote.

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The “Quote Approved Date” field will be enabled if the Vendor Quote Status is changed to “Approved” or “Special Agreement”.

Step 3: Click ‘Save’.

Once the vendor quote is updated successfully, a green banner will appear at the top of the vendor quote list.

Deleting Vendor Quotes

Step 1: Select the vendor quote you want to delete.

Step 2: Click 'Delete'.

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Once the Vendor Quote is deleted, it cannot be restored.

Once the vendor quote is deleted successfully, a green banner will appear at the top of the vendor quote list.