Overview
NOTE: This page will only be displayed if your sponsoring buying organisation is able to receive electronic Quotes from the Supplier Portal.
The Quote page enables you to configure settings for Quotes which will be created using the Supplier Portal.
These settings are used to determine information such as document numbering, Quote validity, etc.
The Quote page looks like this:
Data Entry
This field is a drop-down list providing two options: "Yes" and "No". It is used to indicate whether Unlinked Quotes should be allowed to be raised and sent to the buying organisation.
The usual process is for the buying organisation to send a Request For Quote to your account within the Supplier Portal. This Request for Quote is then used as a basis for the creation of one or more Quotes.
The Supplier Portal does, however, provide the capability for you to create a Quote that is not based on a received Request for Quote - this is called an Unlinked Quote.
NOTE: it is recommended that you check with your sponsoring buying organisation whether they will accept Unlinked Quotes before applying this configuration setting. If unlinked Quotes are accepted, the value of "Yes" should be set within this data field.
This field is a drop-down list providing two options: "Automatic Numbering" and "Manual Entry". It is used to indicate whether Quotes created within the Supplier Portal should be numbered automatically.
If "Automatic Numbering" is selected, all Quotes created within the Supplier Portal will automatically be assigned a Quote number which increments by 1 each time.
If "Manual Entry" is selected, all Quotes created within the Supplier Portal will require the user to manually enter a Quote number.
NOTE: Those suppliers that are integrating the Supplier Portal with their existing Quote generation software, or are using the Supplier Portal to create duplicated versions of Quotes created within their existing Quote generation software should select "Manual Entry".
This field is used to specify the next number that should be applied to a Quote if "Automatic Numbering" has been set in the previous field. Tip: If you use leading zeros, you may find it easier to navigate through lists of documents sequenced by number.
This field is used to set a default value for the number of days (from the Quote date) for which a Quote will be honoured. This is a default value only and can be changed for particular Quotes created within the Supplier Portal.
NOTE: All data entry fields highlighted with a * are mandatory and cannot be left blank.
NOTE: As you enter data in field, additional help is displayed in the area at the bottom of the page e.g.
Use the Navigation Buttons to verify the data entered or to progress through the registration process.