Manage Quotes

You can add, edit, and remove quotes for each supplier–item relationship in the Sourcing tab.

Add a quote

1. Go to the Sourcing tab.

2. In the supplier table, check the box next to the supplier you want to add a quote for.

3. Click Add Quote.

4. In the new row under the supplier, enter the quote details (example: minimum and maximum order quantities, unit cost, etc.).

   For Lead Time (Days), use the drop-down menu to select a value in days, weeks, months, or years. The value will automatically convert to days when you leave the cell.

5. (Optional) To add another quote for the same supplier, click Add Quote again.

   You can add as many quotes as needed.

6. Click Save.

The quote is added to the supplier.

Edit a quote

1. Go to the Sourcing tab.
2. Click Edit to enable editing.
3. Expand the supplier row to view existing quotes.
4. Click the field you want to update (example: minimum/maximum order quantity, unit cost, lead time, etc.)
5. Make your changes.
6. Click Save.

The quote is updated.

Remove a quote

1. Go to the Sourcing tab.
2. Expand the supplier row to find the quote you want to delete.
3. Check the box beside the quote you want to remove.
4. Click Remove Quote.

The quote is deleted from the supplier.