Vendor Estimate

Vendor Estimates in our product enable users to gather and compare pricing information from various vendors for specific logistics services or solutions. Rather than receiving proposals from vendors, users input and compare rates themselves to make informed decisions.

Creating New Vendor Estimate

To create a new quotation, follow these steps:

1. Navigate to the Vendor Estimate in the left side bar.

2. Click New button on the top right corner.

3. It will prompt to the window Create Vendor Estimate.

4. Fill in the necessary details for the estimate, including vendor, product information, services requested, and pricing.

5. Choose from the following options:

   • Save as Draft: Save the vendor estimate as a draft for future editing.

   • Save and Approve: Save the vendor estimate and approve it for further processing.

   • Save and Send: Save the vendor estimate and send it to the vendor for review.

Cloning Vendor Estimate

Cloning a vendor estimate allows you to duplicate an existing estimate, making it quick and easy to create similar estimates for different customers or scenarios. Follow these steps to clone an estimate:

1. Navigate to the Vendor Estimate in the left side bar.

2. Locate the vendor estimate you want to clone and click the button.

3. Click on the Clone option.

4. It will prompt to the window Create Vendor Estimate.

5. Fill in the necessary details for the estimate, including vendor, product information, services requested, and pricing.

6. Choose from the following options:

   • Save as Draft: Save the vendor estimate as a draft for future editing.

   • Save and Approve: Save the vendor estimate and approve it for further processing.

   • Save and Send: Save the vendor estimate and send it to the vendor for review.

Converting Vendor Estimate

"This feature will convert the vendor estimate into a bill.

1. Navigate to the Vendor Estimate in the left side bar.

2. Locate the estimate you want to convert and click the button.

3. Click on the Convert option.

4. It will prompt to Create Bill window.

5. Choose from the following options:

   • Save as Draft: Save the estimate as a draft for future editing.

   • Save and Submit: Save the estimate to initiate further processing, and the invoice will be generated.

Editing Vendor Estimate

To edit an existing vendor estimate, follow these steps

1. Navigate to the Vendor Estimate in the left side bar.

2. Locate the vendor estimate you want to edit and click the button.

3. Click on the Edit option.

4. It will prompt to Update Vendor Estimate window.

5. Update the necessary details as required.

6. Choose one of the following actions:

   • Save: Save the changes made to the vendor estimate.

   • Save and Send: Save the updated vendor estimate and send it to the vendor for their review.

Sending Quotations

To send a vendor estimate to vendor, follow these steps:

1. Navigate to the Vendor Estimate in the left side bar.

2. Locate the vendor estimate you want to edit and click the button.

3. Click on the Send option.

4. It will prompt to Vendor Estimate Mail Preview window.

5. Click the button.

Managing Vendor Estimate Status

To manage the status of an vendor estimate, follow these steps:

1. Navigate to the Vendor Estimate in the left side bar.

2. Locate the vendor estimate you want to edit and click the button.

3. Choose from the following options:

   • Mark as Accepted : Confirm acceptance of the vendor estimate by the vendor.

   • Mark as Declined : Indicate that the vendor has declined the quotation.