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. Find your order and click View Quotes. It will display the message "Action Required: Review Quote(s).

     
  2. Click View Quote on 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. 
       
  3. Click the arrow on the right of the quote to jump to the next quote. 
    • Review the remaining quotes. You can use the arrows on the left and right of the quotes to jump between them and compare. 

      Pro tip: use the Supplier Chat to send questions about your order! This will send an email to the supplier, and they can respond to your questions - all without leaving QuoteToMe!  


        4. Create PO


  •  When you’ve found the quote you want to go with, click the Create button and select Create PO. This button is inside each quote card. By clicking this button, you will be taken to the final adjustments page where you can make any changes you need, and then preview or issue the PO! 
     



 


 

 

Need help?

There are three ways to reach our Customer Success team: