Purchase Quotes

The Purchase Quotes tab in Manager.io enables you to request and maintain records of quotes received from your suppliers before making a purchasing decision. Using it helps you organize all your quotes in a single, easily-accessible location, allowing for more efficient and effective procurement management.

Creating a New Purchase Quote

To create a new purchase quote, follow these steps:

1. Navigate to the Purchase Quotes tab.
2. Select the New Purchase Quote button.

Understanding the Purchase Quotes Overview

Once created, each of your purchase quotes will appear as an entry within the Purchase Quotes tab. They are listed with clear columns, including:

• Date: The date on the purchase quote.
• Reference: An assigned reference number for quick identification.
• Supplier: Name of the supplier who provided the purchase quote.
• Description: A brief description highlighting the content or purpose of the purchase quote.
• Amount: The total monetary value of the purchase quote.
• Status: Indicates the current state of a purchase quote. Possible statuses include:
  • Active: Shown if the purchase quote is linked to at least one purchase order or purchase invoice.
  • Accepted: Signifies acceptance of the quote.
  • Cancelled: Used for quotes that are no longer under consideration.

By regularly updating the status and information fields for each purchase quote, you maintain clear, accurate, and easily traceable records, ensuring streamlined procurement operations within Manager.io.