Procurement - Request Quotation

Import from Purchase Requisition

You can easily import Purchase Requisition to Request Quotation and hence do not need to recreate the entire document.

1. On the left menu, choose Purchase > Request Quotation. On the Request Quotation listing, choose the New button on the top right of the page, then choose Import from Purchase Requisition.

Import Purchase Requisition to Request Quotation

2. On the popup option, search for the Request Quotation by using the filtering option.

Select Purchase Requisition to import to Request Quotation

3. Choose the Select button of the Purchase Requisition record to import to Request Quotation.

4. Edit the imported data in Request Quotation form, and save the document normally.

Next topic: Purchase Order
Previous topic: Import from Invoice


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