Welcome to this easy-to-follow guide on how to use the Supplier Quotation Request feature in Empress. This feature is designed to streamline your business operations by enabling you to manage and track quotation requests sent to your suppliers.
Introduction
The Supplier Quotation Request feature is an essential tool that allows your business to send quotation requests to suppliers directly from the Empress system. It provides a clear and efficient way to manage communication with your suppliers, track the status of each quotation, and ensure that all relevant information is readily available.
Key Functions and Benefits
This feature provides a range of benefits to enhance your business processes:
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Send Email Directly: With the Send Email checkbox, you can send a request for quotation directly to the supplier’s email address.
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Track Email Status: The Email Sent checkbox allows you to keep track of whether the quotation request has been sent to the supplier.
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Supplier and Contact Management: The Supplier and Contact fields allow you to specify the supplier and contact person for the quotation request.
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Quote Status Tracking: The Quote Status dropdown menu lets you track the status of the quotation, whether it’s still pending or has been received.
Viewing, Editing, Sorting, and Tracking Information
To view or edit the information in each field, simply click on the field you want to edit and type in the necessary information. The Sort Field and Sort Order options allow you to sort and organize your quotation requests according to your preferred criteria. The Track Changes option allows you to see any updates or modifications made to the quotation request.
User Roles and Permissions
Depending on the user roles and permissions settings, certain users may have access to view, edit, or track information in the Supplier Quotation Request feature. It’s important to set these roles and permissions accurately to ensure that only authorized personnel can access and manipulate this sensitive business data.
Conclusion
The Supplier Quotation Request feature greatly simplifies the process of managing and tracking quotation requests. By allowing you to send, track, and sort quotation requests directly within the Empress system, this feature can significantly improve your business’s efficiency and productivity.
For more information and support, please refer to the Empress user guide or contact our support team. Happy Empressing!