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! 

 

After your PO is created, 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.


  1. From the Dashboard, click on the Active Orders tab.
     
  2. Find your order and click View Quotes.
    It will display the message "Action Required: Review Quote(s)."
     
  3. Click View Quote on the first quote card.
     
  4. Review the quote items and prices, and any special notes left by the supplier.
    Note the suppler name at the top of the page.
     
  5. Click the arrow on the right of the quote to jump to the next quote.
     
  6. Review the remaining quotes.
    You can use the arrows on the left and right of the quotes to jump between them and compare.
     
  7. Click Create PO.
    This button is inside each quote card. By clicking this button, the quote will turn into a PO!
     
  8. 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

  • If you always use the same cost codes, ask your project manager or accounting team to add those cost codes to your project. This will allow them to be selected from a drop-down list. 

    Read our Add or Edit Project Cost Codes article to learn more!

 

 

Related articles

 

 


 

 

Need help?

There are three ways to reach our Customer Success team: