You can send an email to your supplier to request quotes for a list of goods / services you need. 

 

All you need to do is CC your company's QuoteToMe purchasing email address!

 

 

 

How to request a Quote by email

  1. Prepare an email for your company's purchasing email (yourcompany@qtmpo.com).

    Include:
    • The job site address for delivery.
       
    • List of order items and quantities.
       
    • Date items are required on site.
       
    • Ask the supplier to provide a quote (for rentals or open POs, ask for a rate sheet).
       
  2. This created a PO ticket in our system. Your ticket moved to Final Adjustments, so you can review your information before you issue the PO.
     
  3. Make final adjustments: add cost codes, edit the delivery date, and (optionally) write a note for the supplier.
     
  4. Click Issue PO. This will send the PO to the supplier, and send copies to your project team (if opted in) and accounting.

 

 

Tips and tricks for success

If you make a mistake in Final Adjustments, you can close without saving and re-enter it - it will reset all the information you changed/added.

 

 

Related articles

  

 

 

    

Need help?

There are three ways to reach our Customer Success team: