Transactions & Reporting > Purchases (Money Out) > Purchase Orders and Quotes > Enter a Purchase Quote
Enter a Purchase Quote
To enter a purchase quote:
- Create a new purchase quote.
How?- In the Home window, click Vendors & Purchases on the navigation pane.
- In the Tasks pane, right-click the Purchase Quotes icon and select Create Quote from the menu.
- Select a vendor from the Vendor list.
- Enter a Quote No.
- Enter a Date.
- (Optional) Select the
location where you are storing the items.
- In the Item Number column, click the arrow icon to open the drop down list and select an item or service. You can also click the magnifying glass icon to open the Search window for inventory and services.
- (Optional) If the selected vendor is associated with inventory items or services, only associated inventory items and services appear in the drop down list. If you want to view all your inventory items, click Show all inventory items. Then, click Show inventory items associated with ... to return to viewing only associated items and services.
- In the Order column, enter an amount.
- (Optional) If the selected vendor uses a unit of measure, you can select the vendor's unit from the list. You must first create the association between the vendor and the inventory item or service as well as define the vendor unit in the Inventory and Vendors window.
- When you have finished making additions or changes to the purchase quote, select either Process or Print & Process.
To enter an purchase quote for a vendor who is not included in your vendor list, you can add a record "on the fly," or enter a one-time vendor. If you use a one-time vendor, the purchase quote will automatically convert to an invoice form.
Note: If you have already set up associations between vendors and inventory items and services in the Inventory and Vendors window, either the last purchase price or current purchase price is used in the quote. The current purchase price is dependent on the effective date indicated in the Inventory & Vendors window.