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Added Quote Status to RFQ Suppliers with No Quote

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This commit is contained in:
Ben Cornwell-Mott
2017-07-26 23:09:01 -07:00
committed by Nabin Hait
parent abd3419632
commit f7e42211b9
5 changed files with 160 additions and 18 deletions
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32
erpnext/docs/user/manual/en/buying/request-for-quotation.md
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@@ -2,43 +2,40 @@
A Request for Quotation is a document that an organization submits to one or more suppliers eliciting quotation for items.
In ERPNext, You can create request for quotation directly by going to:
In ERPNext, You can create Request for Quotation directly by going to:
> Buying > Documents > Request for Quotation > New Request for Quotation
![Request For Quotation](/docs/assets/img/buying/request-for-quotation.png)
After creation of Request for Quotation, there are two ways to generate Supplier Quotation from Request for Quotation.
After creation of request for quotation, there are two ways to generate supplier quotation from request for quotation.
#### For User
__Step 1:__ Open request for quotation and click on make supplier quotation.
__Step 1:__ Open Request for Quotation and click on make Supplier Quotation.
![Request For Quotation](/docs/assets/img/buying/make-supplier-quotation-from-rfq.png)
__Step 2:__ Select supplier and click on make supplier quotation.
__Step 2:__ Select supplier and click on make Supplier Quotation.
![Request For Quotation](/docs/assets/img/buying/supplier-selection-from-rfq.png)
__Step 3:__ System will open the supplier quotation, user has to enter the rate and submit it.
__Step 3:__ System will open the Supplier Quotation, user has to enter the rate and submit it.
![Request For Quotation](/docs/assets/img/buying/supplier-quotation-from-rfq.png)
#### For Supplier
__Step 1:__ User has to create contact or enter Email Address against the supplier on request for quotation.
__Step 1:__ User has to create contact or enter Email Address against the supplier on Request for Quotation.
![Request For Quotation](/docs/assets/img/buying/set-email-id.png)
__Step 2:__ User has to click on send supplier emails button.
![Request For Quotation](/docs/assets/img/buying/send-supplier-emails.png)
* If supplier's user not available: system will create supplier's user and send details to the supplier, supplier will need to click on the link(Password Update) present in the email. After password update supplier can access his portal with the request for quotation form.
* If supplier's user not available: system will create supplier's user and send details to the supplier, supplier will need to click on the link(Password Update) present in the email. After password update supplier can access his portal with the Request for Quotation form.
![Request For Quotation](/docs/assets/img/buying/supplier-password-update-link.png)
* If supplier's user available: system will send request for quotation link to supplier, supplier has to login using his credentials to view request for quotation form on portal.
* If supplier's user available: system will send Request for Quotation link to supplier, supplier has to login using his credentials to view Request for Quotation form on portal.
![Request For Quotation](/docs/assets/img/buying/send-rfq-link.png)
@@ -46,9 +43,12 @@ __Step 3:__ Supplier has to enter amount and notes(payment terms) on the form an
![Request For Quotation](/docs/assets/img/buying/supplier-portal-rfq.png)
__Step 4:__ On submission, system will create supplier quotation(draft mode) against the supplier. User has to review the supplier quotation
and submit it.
More details:-
__Step 4:__ On submission, system will create Supplier Quotation (draft mode) against the supplier. The user has to review the Supplier Quotation
and submit it. When all items from the Request for Quotation have been quoted by a supplier, the status is updated in the Supplier
table of the Request for Quotation.
![Request For Quotation](/docs/assets/img/buying/request-for-quotation.gif)
#### More details
If a supplier indicates that they will not provide a quotation for the item, this can be indicated in the RFQ document by checking the 'No Quote' box after the Request for Quotation has been submitted.
![Request For Quotation](/docs/assets/img/buying/request-for-quotation.gif)