Creating a New Purchase Quote
To create a new purchase quote, follow these steps:
- Navigate to the Purchase Quotes tab.
- Select the New Purchase Quote button.
Understanding the Purchase Quotes Overview
Once created, each of your purchase quotes will appear as an entry within the Purchase Quotes tab. They are listed with clear columns, including:
- Date: The date on the purchase quote.
- Reference: An assigned reference number for quick identification.
- Supplier: Name of the supplier who provided the purchase quote.
- Description: A brief description highlighting the content or purpose of the purchase quote.
- Amount: The total monetary value of the purchase quote.
- Active: Shown if the purchase quote is linked to at least one purchase order or purchase invoice.
- Accepted: Signifies acceptance of the quote.
- Cancelled: Used for quotes that are no longer under consideration.
By regularly updating the status and information fields for each purchase quote, you maintain clear, accurate, and easily traceable records, ensuring streamlined procurement operations within Accounter.