Requests for quotation and supplier offers
Two publishers offer different rates for the same 200 exercise books. A request for quotation provides a common scope; separate supplier quotations record each response. Compare units and delivery expectations as well as the headline price.
On this page
Prepare the request for quotationRecord each supplier responseKeep the decision traceableContinue withPrepare the request for quotation
- Open Procurement > Material requests and switch to Sourcing.
- Select New document to prepare a request for quotation. Choose the submitted purchase request when available.
- Review the items, quantities, dates and remarks; save a draft or submit for the sourcing workflow.
- Open the submitted request and use Invite suppliers to record the intended suppliers. Review any resulting invitation evidence.
Record each supplier response
- Select Record supplier quotation.
- Choose the required source request for quotation and the responding supplier.
- Review currency, validity, quantities, units, rates and the supplier’s conditions. Save or submit according to your review process.
- Compare like-for-like offers before selecting the submitted supplier quotation as a source for a purchase order.
Keep the decision traceable
Inviting a supplier in this workflow records sourcing participation; verify any external communication separately. Do not assume an email was sent merely because a supplier is listed.
The current Sourcing page provides document preparation and source selection. It does not provide a separate automated award-comparison screen. Record the decision in the appropriate document notes and approved purchasing process.