📋Quotation
The Quotations page allows suppliers to manage all the quotations they have applied for in response to RFQs.
✅ 1. Accessing the Quotations Page
Suppliers can access this page from the sidebar under the Quotations menu item. It displays all quotations the supplier has submitted, including editable ones and those already locked by a purchase order.
🗂 2. What Suppliers Can See
The Quotations page lists each submitted quotation with essential details such as:
Quotation Number
Validity Date
Status (e.g., Active, Expired, Ordered)
Total Amount
Actions (via the triple-dot menu)
✏️ 3. Editing a Quotation
A supplier can edit a quotation if:
It is still within the validity date, and
No purchase order has been created from it yet
How to edit:
Locate the quotation in the list.
Click the triple-dot icon in the Actions column.
Select Edit.
A modal will appear with all editable fields.
Update the fields and click Save.
Editable Fields:
Quotation Number (auto-generated, non-editable)
Validity Date
Payment Terms
Delivery Terms
Notes
Product Items:
Product selection
Quantity
Unit price
Suppliers can also update multiple items within the same quotation.
➕ 4. Creating a Quotation from RFQ
Suppliers can also create a quotation directly from the Request for Quotes page.
How to create:
Go to the Request for Quotes page
Find the RFQ you want to respond to
Click the triple-dot icon
Select Create Quotation
A modal will open with the quotation fields
Fill in the form and submit
After submission, the quotation will automatically appear in the Quotations list.
🔒 5. When Editing Is No Longer Allowed
A quotation becomes locked and cannot be edited when:
The Validity Date has passed, or
A Purchase Order has been created based on that quotation
At this point, the Edit option is removed from the actions.
✅ Summary Table
View quotation
Always
Edit quotation
Until validity or PO creation
Create quotation
From RFQ actions menu
Update product items
Only while editable
Auto-generated number
Shown, not editable
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