Vendor Quotes Bulk Operations
Getting Started
To view your organization's list of Vendor Quote, click the 'Vendor Quotes' tab on the MRO manager navigation tab.
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Vendor Quotes List Layout
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Searching on Vendor Quotes List
The Search Bar on the Vendor Quotes List allows you to search for specific vendor quotes within your organization. You can use a variety of parameters to search for your vendor quotes.
Searchable Parameters |
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Status |
Vendor ID |
Vendor Organization ID |
Vendor Name |
ID |
Part Number |
Approval Name |
Approval Org Name |
Customer ID |
PO Number |
Work Order Number |
Customer PO Number |
Customer Work Order Number |
Customer Issue Number |
Customer Nominal Number |
SECT Code |
ASSY Code |
ATA No. |
Module Code |
OTC Code |
ORT Code |
Exporting Vendor Quotes List
You can export your vendor quotes to view or update them.
Available Export Data Types |
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Table View |
Vendor Quotes Details Template |
Step 1: From the vendor quote list, select the vendor quotes you want to export.
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Step 2: Click 'Export' and select the template you want to export.
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Step 3: The template will be downloaded to your local computer.
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Step 4: Open the template in excel format and view the data on your computer.
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Updating Vendor Quotes
There are 4 ways to update your Vendor Quotes Details.
Option 1: Update Status of Vendor Quotes
Option 2: Update Vendor Quotes Details directly
Option 3: Update specific Vendor Quotes Details using excel template
Option 4: Update Vendor Quotes Details using existing excel template
Option 1: Update Vendor Quotes Status
Step 1: From the vendor quote list, select the vendor quotes you want to update status.
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Step 2: Click 'Update Status'.
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Step 3: Update vendor quotes status.
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Step 4: Click 'Status' to select the status to update vendor quotes.
The "Quote Approved Date" field will only be enabled when the vendor quote is approved.
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Step 5: Once you have updated the statuses of your vendor quotes, click 'Update' to confirm your selection.
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Once your vendor quotes status are successfully updated, a green banner will appear at the top of the vendor quotes list.
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Option 2: Update Vendor Quotes Details directly
Step 1: From the vendor quote list, select vendor quotes you want to update details.
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Step 2: Click 'Bulk Update' and select 'Update Vendor Quote Details' from the dropdown.
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Step 3: You will be redirected to a page on which the selected vendor quotes will be shown for you to update them.
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Step 4: Once you have updated your vendor quotes details, click 'Submit' to confirm your changes.
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Once your vendor quotes details are successfully updated, a green banner will appear at the top of the vendor quotes list.
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Option 3: Update specific Vendor Quotes Details using excel template
Step 1: From the vendor quote list, select vendor quotes you want to update details.
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Step 2: Click 'Bulk Update' and choose 'Update Vendor Quote Details' from the dropdown.
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Step 3: Click 'Export Template' to download the vendor quotes template you selected.
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Step 4: Enter your vendor quote details in the excel template.
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Step 5: Once the new details are entered, you can upload the template.
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Step 6: Please choose the correct template to upload from your local computer.
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Step 7: Once your data is uploaded successfully, a green banner will appear at the top of the page table.
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Step 8: Click 'Submit' to complete the update.
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Once your vendor quotes details are successfully updated, a green banner will appear at the top of the vendor quote list.
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Option 4: Update Vendor Quotes Details using existing excel template
Step 1: Click 'More Options' button to expand the dropdown list.
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Step 2: Select 'Update Vendor Quotes Details' option in the dropdown list.
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Step 3: You will be directed to a page to upload your template. You can obtain the template by exporting the data from the Vendor Quotes List.
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Step 4: Please choose the correct template from your local computer to upload.
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Step 5: Once your data is uploaded successfully, a green banner will appear at the top of the page table, and your data will be imported.
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Step 6: Once all your data has been updated, click 'Submit' to complete the update.
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Once your vendor quotes details are successfully updated, a green banner will appear at the top of the vendor quotes list.
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Updated 5 days ago