Create Request for Quotation

Purchase App > Orders > Requests for Quotation > Create 

Request for Quotation form view will be opened, here:

- Add the Vendor from the list.

- Add the product (IMPORTANT! Only products that “Can be purchased”). 

- Set the quantity of the Products based on their Purchased UoM.

- Press “Confirm Order”.

After pressing ‘Confirm Order” we will see that RFQ has a status of the Purchase Order now:

If you try to click “Create Bill” at this step, you will get an error message:

It happens, because we chose the Vendor Bill creation based on the received quantities in the Purchase Tab of the Product Template in the previous chapter.


So we have to receive all the quantities in order to create a bill.

Click  andset the quantities at the new form view:

And click “Validate” after.

IMPORTANT!

If the quantity of the products differs from the ordered, lets say a few points are missing 

> choose “Create backorder” if you wish to create another PO for the missing part

> choose “No backorder” if you wish to accept the difference in quantity.

The Vendor bill will be created only for the Quantity that was received!

After the products are received we can create a Bill.

Input the date of the Bill > Confirm > Register Payment.

In case we don’t put the date of the Bill, we will get a warning:

If you need to check POs waiting for the Bills payed:

Check “Other Information” tab at the PO form, there are some “Waiting bills” at the Billing Status:

Click button  at the PO form, confirm it and register the Payment

After the Purchase was proceeded - check the products at the Inventory:

Inventory app > Operations > Inventory Adjustments

Here the column “On Hand” will show if the Products appeared on stock