Quotations

Overview

This interface is designed to manage and track RFQs (Request for Quotations) efficiently, providing detailed information about materials, labor, and services required for projects.

1. RFQ Records

Displayed Fields:

• Number: Unique identifier for each RFQ.
• Date: The date the RFQ was created.
• Due Date: Deadline for the RFQ.
• Vendor: Name of the supplier or vendor.
• Type: Category of the RFQ.
• The Total: Total cost associated with the RFQ.
• Status: Current status of the RFQ (e.g., Draft).
• Currency Rate: Exchange rate applied to the RFQ.
• Current Step: Indicates the progress or step in the RFQ process.

2. Record Controls

• Entries per Page: Adjust the number of RFQs displayed per page (default is 5).

• Pagination Controls: Navigate between pages using the controls at the bottom of the table.
• Delete Selected: Select and delete specific RFQs from the list.

3. Creating RFQs

• Create Button: Click this button to initiate a new RFQ.
  • Fill in the required fields, such as Number, Date, Due Date, Vendor, Type, and Total.
  • Add details about materials, labor, and services as needed.
  • Save the RFQ to finalize its creation.

4. Filtering RFQs

• Filter Button: Use this button to refine the list of RFQs based on specific criteria.
  • Criteria may include:
  • Number.
  • Location.
  • Date.
  • Due Date.
  • Reference Number.
  • Project.
  • Customer.
  • Vendor.

Tips for Efficient Use

1. Regularly review RFQ statuses to ensure timely updates.
2. Utilize the filter option to streamline searches and quickly access relevant records.