In this guide, we’ll learn about the Supplier Quotation feature in Empress. Supplier Quotation is an essential tool for managing and comparing quotes from different suppliers. This feature allows you to gather and store all necessary information about supplier offers in a structured and accessible way. Understanding how to use the Supplier Quotation feature can help streamline your procurement process and drive cost savings for your business.
Introduction to Supplier Quotation
The Supplier Quotation feature in Empress provides a comprehensive overview of supplier offers. You can access key information about a quotation such as supplier name, quotation number, transaction date, item details, and total costs. This feature also allows you to track the status of each quotation and its validity period.
How to View and Edit a Supplier Quotation
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To access the Supplier Quotation feature, navigate to the Buying module in Empress.
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Click on the Supplier Quotation tab. This will display a list of existing supplier quotations.
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To view a quotation, simply click on the row containing the quotation you wish to view.
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To edit a quotation, click on the Edit button at the top right corner of the quotation view.
Sorting and Tracking Quotations
The Supplier Quotation feature also allows you to sort and track quotations for better management:
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To sort quotations, click on any column header in the quotation list. This will sort the quotations based on that column’s information.
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To track the status of a quotation, refer to the Status column in the quotation list. The status could be Draft, Submitted, Stopped, Cancelled, or Expired.
User Roles and Permissions
Different user roles have different permissions in the Supplier Quotation feature. For instance, the Manufacturing Manager and Purchase Manager roles have full permissions to create, edit, submit, and cancel quotations. The Purchase User role can create and submit quotations but cannot cancel them. The Stock User role can only view and report on quotations.
Conclusion
The Supplier Quotation feature in Empress is a powerful tool that can greatly enhance your business’s procurement process. By providing a comprehensive overview of supplier offers, this feature allows you to efficiently manage, compare, and track quotations. This will ultimately lead to better decision-making and cost savings for your business.
For additional support or resources, please refer to the Empress User Guide or contact our support team.