This is the second step of the Get Quotes workflow.
Your supplier(s) have returned quotes for your review. Take some time to review the quotes offered by each supplier, then convert one of the quotes to a PO!
You will have a chance to review it before you issue the PO.
How to review your quotes and Create a PO
Once your quotes are ready, they will be displayed on cards along with the order total.
! Suppliers might not be able to quote on all items requested, so review each of the quotes to ensure you understand the pricing offered.
- From the Dashboard, click on the Orders tab.
- Tap your order. It will display the message “Quotes Returned”:
- Tap Review Quotes at the bottom of the screen.
- The Supplier Quotes page will open and the quote summaries will be displayed on cards:
- Tap the first quote card.
- Review the quote items and prices, and any special notes left by the supplier.
- Note the suppler name at the top of the page.
- Tap the arrow at the top to jump to the next quote.
- Review the remaining quotes. You can use the arrows to jump between them and compare.
6. When you’re ready to create your PO, tap the ”Create Purchase Order” button at the bottom of the screen.
By tapping this button, you can change any order details you need, finalize your order, and send out the PO!
- Wait a small while (see next step).
QuoteToMe is going to convert this quote to a PO. You will receive a notification once it's ready to go!
Next step
Review PO and Issue to Supplier
Tips and tricks for success
- Choose the proper cost code for your items. If you don’t see the cost code you need, reach out to your admins/project leads to have the cost code you need added. You can change cost codes with a change order after issuing a PO if need be.
Need help?
There are three ways to reach our Customer Success team:
- Send an email to [email protected]
- Phone or text us toll-free at 1-833-712-5021
- Chat with us using the chat bubble icon in our web and mobile apps