The Sales Quotes page under Procurement allows you to create a new quote and manage your existing quotes.
To create a quote and convert it to an order:
From the main menu, navigate to Procurement > Products.
On the Products page, search for the product to buy and select it from the list.
On the Product Detail page, review the product information. If needed, change the Buying for information, then select Add to Cart. A confirmation message is displayed.
Select Go to Shopping Cart in the confirmation message or navigate directly to your shopping cart (Procurement > Cart).
On the Shopping Cart page, select Create Quote.
Verify and edit your address information, then provide your contact details, including your email address. Select Create Quote again. A new quote is created.
Verify the quote details, including the number and product information. Select Convert to Order.
On the Convert to Order page, provide the PO numbers (mandatory). Optionally, you can add internal comments and reference information. Select Convert to Order.
A confirmation message is displayed, and your order is created. You can download your order information as a PDF.
This topic describes how to search, renew, or delete a quote.
To search for a quote:
Navigate to the Quotes page.
Use the filter options on the page to find the required quote, then select Search. You can search using a purchase order or reference number, or date.
In the Actions column, select View to see detailed information for the quote.
To renew an expired quote:
Navigate to the Quotes page, then select the quote to renew.
Select Renew Expired Quote.
Select Yes to confirm that you want to renew the quote. Your renewal request is submitted to SoftwareOne for action.
To remove a quote:
Navigate to the Quotes page, then select the quote you wish to delete.
On the Quote Detail page, select Delete Quote.
Select Yes to confirm that you want to delete the quote.