Getting Started

To view your organization's list of Vendor Quote, click the 'Vendor Quotes' tab on the MRO manager navigation tab.

Vendor Quotes List Layout

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: From the vendor quote list, select the vendor quotes you want to export.

Step 2: Click 'Export' and select the template you want to export.

Step 3: The template will be downloaded to your local computer.

Step 4: 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: From the vendor quote list, select the vendor quotes you want to update status.

Step 2: Click 'Update Status'.

Step 3: Update vendor quotes status.

Step 4: Click 'Status' to select the status to update vendor quotes.

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The "Quote Approved 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.

Once your vendor quotes status 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: From the vendor quote list, select vendor quotes you want to update details.

Step 2: Click 'Bulk Update' and select 'Update Vendor Quote Details' from the dropdown.

Step 3: You will be redirected to a page on which the selected vendor quotes will be shown for you to update them.

Step 4: Once you have updated your vendor quotes details, click 'Submit' to confirm your changes.

Once your vendor quotes details are successfully updated, a green banner will appear at the top of the vendor quotes list.

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.

Step 2: Click 'Bulk Update' and choose 'Update Vendor Quote Details' from the dropdown.

Step 3: Click 'Export Template' to download the vendor quotes template you selected.

Step 4: Enter your vendor quote details in the excel template.

Step 5: Once the new details are entered, you can upload the template.

Step 6: Please choose the correct template to upload from your local computer.

Step 7: Once your data is uploaded successfully, a green banner will appear at the top of the page table.

Step 8: Click 'Submit' to complete the update.

Once your vendor quotes details are successfully updated, a green banner will appear at the top of the vendor quote list.

Option 4: Update Vendor Quotes Details using existing excel template

Step 1: Click '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.

Once your vendor quotes details are successfully updated, a green banner will appear at the top of the vendor quotes list.