Other Actions for Request for Quotes

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

View Activity Logs

You can view the history of all the actions performed on a request for quote in the Activity Logs section. To view the activity logs:

• Go to Request for Quotes under Procurement.
• Click View Details next to the request for quote for which you want to view the activity logs.
• In the Details tab, scroll down to the Activity Logs section.

Add Comments

You can add comments to the request for quotes in your organization. These comments will only be visible to the employees in your organization.

To add a comment:

• Go to Request for Quotes under Procurement.
• Click View Details next to the request for quote for which you want to add a comment.
• Click Comments in the top right corner.
• Enter the comment in the text box and click Send.

Sort Request for Quotes

You can sort request for quotes based on different fields. Here’s how:

• Go to Request for Quotes under Procurement.
• Click the More icon in the top right corner.
• Click the field based on which you want to sort.

Refresh List

Sometimes, other employees of your organization may create new request for quotes or modify existing ones. As a result, you may not have the latest list of request for quotes. You can refresh the request for vendors to get the most up-to-date list. Here’s how:

• Go to Request for Quotes under Procurement.
• Click the More icon in the top right corner and select Refresh List.