Update Vendor Quote Details (Bulk Operations)
There are 2 ways to update vendor quote details in bulk:
Option 1: Update Vendor Quote Details Directly
Option 2: Update Vendor Quote Details Using Excel Template
Option 1: Update Vendor Quote Details Directly
Step 1: From the vendor quote list, select vendor quotes you want to update.
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Step 2: Click ‘Bulk Update’ and then select 'Update Vendor Quote Details'.
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Step 3: You will be directed to update vendor quote details page. Update vendor quote details.
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Step 4: Click ‘Submit’.
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Once the vendor quotes are successfully updated, a green banner will appear at the top of the vendor quote list.
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Alternatively, you may download Excel template and fill in order item data on your computer.
Option 2: Update Vendor Quote Details Using Excel Template
Step 1: From the vendor quote list, select the vendor quotes you want to update.
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Step 2: Click ‘Bulk Update’ and then select 'Update Vendor Quote Details'.
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Step 3: You will be directed to update vendor quote details page. Click 'Export Template'.
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Step 4: Update vendor quote details in Excel template.
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Step 5: Click 'Upload Template'.
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Step 6: Select the Excel template from your computer.
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Step 7: A confirmation message will appear. Click ‘Replace’ to start the upload.
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Once the Excel template data is successfully imported, a green banner will appear at the top of the vendor quote list.
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Step 8: Click ‘Submit’.
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Once the vendor quotes are successfully updated, a green banner will appear at the top of the vendor quote list.
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In case you already have Excel template, you can upload the existing Excel template through more option button on vendor quote list.
Using Existing Template
Step 1: Click 'More Options' (...) and then select ‘Update Vendor Quotes Details’.
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Step 2: You will be directed to update vendor quote details page. Click 'Upload Template'.
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Step 3: Select the Excel template from your computer.
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Once the Excel template data is successfully imported, a green banner will appear at the top of the Vendor Quote List.
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Step 4: Click ‘Submit’.
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Once the vendor quotes are successfully updated, a green banner will appear at the top of the vendor quote list.
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Updated 14 days ago