Tutorial
Request and compare supplier quotations
Create the material requirement with items, quantities and required dates.
Before you start
Maintain items and categories, request materials, obtain quotations, purchase and receive goods, control warehouses and trace stock. Supplier onboarding, UNSPSC categories, federal logistics references and scanning belong here.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Step-by-step instructions
- Create the material requirement with items, quantities and required dates.
- Create Request for Quotation for the selected suppliers and review the delivery, response and commercial instructions.
- Receive Supplier Quotations or the configured portal bid responses. Check currency, unit, quantity and validity.
- Use the comparison report and supporting documents to review offers. Record the decision before creating the Purchase Order.
Check the result
Return to the saved record or relevant list and verify the intended values, links and status. Check the role-restricted portal or report when it is part of this task. A successful save, approval, submission and external payment are different events.
Troubleshooting
A submitted bid or portal response is not automatically an awarded order. Keep clarification and support requests associated with their Helpdesk ticket.
If the task is blocked, record the page name, operation, error text and time. Contact Support through an authorized channel. Remove passwords and unnecessary personal information from screenshots.