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 tab Billing and scroll down.

2. Find the Vendor Estimates section.

3. Click adjacent to heading vendor estimate.

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.

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 Estimates section.

2. Locate the vendor estimate you want to edit 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.

Editing Vendor Estimate

To edit an existing vendor estimate, follow these steps

1. Navigate to the Vendor Estimates section.

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 Estimates section.

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 Estimates section.

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.

If essential details are missing from the lead, you won't be able to create a quotation. Instead, a notification will appear, prompting you to provide the necessary information before proceeding. Please ensure all required details are filled in to generate a quote successfully.