Manage Vendor Quotes

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.

📘

Required fields:

Status
Vendor ID

3124

Step 3: Click ‘Save’.


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

📘

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.

📘

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

3124

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'.

🚧

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.