Quotations - Automating Send To Vendor Email

How to Enable the Feature

Step 1 - Enable the Feature in the Config Section

  1. Click on your Username in the top right-hand corner

  2. Select the Admin Settings button from the drop-down menu

  3. On the Admin Navigation Bar select Configs

  4. Scroll to the Purchases section and search for the Send Quotation to vendor automatically after authorization button.

  5. If “No” is displayed on the button, click it and change it to “Yes”

  6. Click the Update Button to save

  7. Click the Close Admin Panel button to exit the Admin Panel

How the Feature Works

Step 1 - Editing Quotations

  1. After following the required steps of creating and editing a Quotation , click the Request Authorization button (if applicable).

  2. Once the authorization manager receives the request authorization notification, after they click the Authorize button and confirm the Quotation would be automatically Sent To the Vendor.

Things to Know

  1. If the Vendor on the selected Quotation does not have a valid email address entered on the Vendor Edit Page, the Quotation would remain at Awaiting Delivery Status. Once a valid email address is entererd, the Sent to Vendor button will be displayed for the user to click.