Procurement - Request Quotation

Import from Quotation

You can easily import Quotation 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 Quotation.

Import Quotation to Request Quotation

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

Select Quotation to import to Request Quotation

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

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

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Previous topic: Import from Sales Order


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