To request a quote from a supplier, first locate the request you would like quoted using the request filters or search bar.
Once you have located the correct request, double click anywhere in the request line item to view in full.
Using the action bar at the top right of the screen, click Request Quote.
A pop up window will show you which Suppliers are available for that Work Request type and location to provide a quote. You can select multiple Suppliers to request a Quote from at this screen, or you can request an additional Quote later on.
To nominate a supplier, use the checkboxes to the left and click "Nominate". You can enter notes for each supplier under their names if required.
The Quote Request status now changes to "Awaiting Quote Acceptance".
The Supplier/s you have nominated will now receive a notification, and will be able to either Accept or Decline the Quote Request. You will receive updates via email, or you can check back any time by selecting "View Quote" from the teal action button within the Quote Request.
You can see all the Quote information and status in the pop up window
Each Quote is confidential between you and the Supplier - they can only see their own information in this screen.
When you are ready, you can Review and Approve your Quotes.
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