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Manage Request for Quotes

In this help document, you’ll learn the various actions you can perform to manage request for quotes in your organization.

Edit a Request for Quote

Note:

  • Only users in the Event Owner and Event Manager roles for request for quote can edit request for quotes.
  • Only request for quotes in the Draft, Recalled, and Rejected status can be edited.

To edit a request for quote:

  • Go to Request for Quotes under Procurement.
  • Click the More icon and select Draft, Recalled, or Rejected.
  • Click View Details next to the request for quote you want to edit.
  • Click the Edit icon in the top right corner of the page.
  • Make the necessary changes and click Save.

Cancel a Request for Quote

Note:

  • Only request for quotes in the Published status can be canceled.
  • Once you cancel a request for quote, the action cannot be undone.

To cancel a request for quote:

  • Go to Request for Quotes under Procurement.
  • Click the More icon and select Published.
  • Click View Details next to the request for quote you want to cancel.
  • Click the More icon in the top right corner and select Cancel.
  • Specify the reason for canceling the request for quote and click Cancel again in the pop-up that appears.

Close a Request for Quote

Note:

  • Only request for quotes in the Awarded status can be closed.
  • Once you close a request for quote, the action cannot be undone.

To close a request for quote:

  • Go to Request for Quotes under Procurement.
  • Click the More icon and select Awarded.
  • Click View Details next to the request for quote you want to close.
  • Click the More icon in the top right corner and select Close.
  • Click Close again in the pop-up that appears.

Delete a Request for Quote

Note:

  • Only request for quotes in the Draft status can be deleted.
  • Once you delete a request for quote, the action cannot be undone.

To delete a request for quote:

  • Go to Request for Quotes under Procurement.
  • Click the More icon and select Awarded.
  • Click View Details next to the request for quote you want to delete.
  • Click the More icon in the top right corner and select Delete.
  • Click Delete again in the pop-up that appears.

Convert a Request for Quote to a Purchase Order

Once the items in a request for quote have been awarded to vendors, you can convert request for quote into a purchase order to proceed further with procuring the items.

To convert a request for quote to a purchase order:

  • Click Request for Quotes under Procurement.
  • Click the More icon at the top and select Awarded.
  • Select the awarded request for quote for which you want to create a purchase order.
  • Click Create Purchase Order in the top right corner.
  • Select the Vendor to whom you awarded the items. The items awarded to the vendor will be listed.
  • Select the items you want to include in the purchase order and click Continue. You’ll be redirected to the New Purchase Order page.
  • Fill in the required details and click Save.
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