How to: Create Purchase Quotes
A purchase quote can be used as a preliminary draft for an order, and the order can then be converted to an invoice.
Before you can create a purchase quote, you must set up a card for the vendor and a card for each item to be purchased.
To create a purchase quote
In the Search box, enter Purchase Quotes, and then choose the related link.
On the Home tab, in the New Group, choose New to create a new purchase quote.
Fill in the No. field.
In the Buy-from Vendor No. field, enter the vendor's number.
On the first quote line, in the Type field, select Item.
In the No. field, enter the number of the item to be ordered.
In the Quantity field, enter the quantity you want to order.
Note
If the item is a bill of materials, you can explode it on the lines. This means that the components will be listed individually instead of the BOM. To do this, enter the BOM’s item number in the No. field and, on the Actions tab, in the Functions group, choose Explode BOM.
If a vendor is also recorded as a contact in Sales and Marketing, and if you have specified an interaction template code for purchase quotes in the Marketing Setup window, when you choose Print to print the quote, an interaction is automatically recorded in the Interaction Log Entry table.
See Also
Tasks
How to: Convert Purchase Quotes to Purchase Orders
How to: View Additional Purchase Document Information
Other Resources
Vendor Card
Viewing Purchase Quote Statistics
Printing Purchase Quotes