Request quotes
A purchase quote can be used as a preliminary draft for a purchase order, which can then be converted to a purchase invoice.
Create a purchase quote
- Choose the
icon, enter Purchase Quotes, then choose the related link. - Create a new document, in the same way as you make a purchase order. Learn more at Record Purchases.
Convert a purchase quote to a purchase order
When you have accepted the vendor's quote, you can convert it to a purchase order to process the purchase.
- Open the purchase quote you want to convert, then choose the Make Order action.
The purchase quote is removed from the database. A purchase order is created based on the information in the purchase quote, which you can use to process the purchase, and then post a purchase invoice. In the Quote No. field on both the purchase order and purchase invoice you can see the number of the purchase quote they were made from.
Note
Note:
It is not possible to convert a purchase quote to a purchase invoice directly, like it is possible with sales quotes. For details on how to create a purchase invoice, read Record Purchases with Purchase Invoices.
See also
Purchasing
Setting Up Purchasing
Send Documents by Email
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