Getting Started

To view your organization's list of Vendor Quotes, click the "Vendor Quotes" tab on the MRO Manager Navigation Tab.

Vendor Quotes List Layout

The MRO Manager Vendor Quotes List shows the Vendor Quotes your organization has created/received.

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.

Exporting Vendor Quotes List

You can export your vendor quotes to view or update them.

Step 1: Click the checkbox on the leftmost column of the vendor quotes you want to select.

Step 2: The option to "Export" will appear on the top of the Vendor Quotes List. Click "Export" to choose the template you want to export.

Step 3: Your template will be downloaded onto your local computer immediately.

Step 4: You may open the template in excel format and view the data on your computer.

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: To update the vendor quotes status, select the checkbox at the leftmost column of the Vendor Quotes List.

Step 2: The option to update the statuses will appear on the top of the Vendor Quotes List. Click "Update Status" to proceed.

Step 3: Once you click "Update Status", there will be a pop-up window to update your vendor quotes statuses.

Step 4: Under the "Status" section, Click to expand the dropdown menu to select the status to update your Vendor Quotes.

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The "Quote Approval Date" field will only be enabled when the vendor quote is approved.

Step 5: Once you have updated the statuses of your vendor quotes, click "Update" to confirm your selection.

Step 6: Once your vendor quotes statuses are successfully updated, a green banner will appear at the top of the Vendor Quotes List.

Option 2: Update Vendor Quotes Details directly

Step 1: You can update your vendor quotes details without downloading any template. Start by selecting the checkbox at the leftmost column of the Vendor Quotes List.

Step 2: The option to update your vendor quotes in bulk will appear at the top of the Vendor Quotes List. Click "Bulk Update" to proceed.

Step 3: Expand the dropdown list and click the "Update Vendor Quotes Details" button.

Step 4: You will be redirected to a page on which the selected vendor quotes will be shown for you to update them.

Step 5: Once you have updated your vendor quotes details, click “Submit” to confirm your changes.

Step 6: Once your vendor quotes details are successfully updated, a green banner will appear at the top of your Vendor Quotes List.

Option 3: Update specific Vendor Quotes Details using excel template

Step 1: Select the checkbox at the leftmost column of the Vendor Quotes List.

Step 2: The option to update your vendor quotes in bulk will appear at the top of the Vendor Quotes List. Click "Bulk Update" to proceed.

Step 3: Expand the dropdown list and click the "Update Vendor Quotes Details" button.

Step 4: Click "Export Template" to download the vendor quotes you selected.

Step 5: Excel template is exported to your local computer.

Step 6: Enter your vendor quote details in the excel template.

Step 7: Once the new details are entered, you can upload the template.

Step 8: Please choose the correct template to upload from your local computer.

Step 9: Once your data is uploaded successfully, a green banner will appear at the top of the page table, and your data will be imported.

Step 10: Once you confirm all details, you can click "Submit" to complete the update.

Step 11: A green banner will appear at the top of the Repair Order List once your repair orders are successfully updated.

Option 4: Update Vendor Quotes Details using existing excel template

Step 1: Click on the “More Options” button to expand the dropdown list.

Step 2: Select “Update Vendor Quotes Details” option in the dropdown list.

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.

Step 4: Please choose the correct template from your local computer to upload.

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.

Step 6: Once all your data has been updated, click "Submit" to complete the update.

Step 7: Once your vendor quotes is successfully updated, a green banner will appear at the top of the Vendor Quotes List.