Convert accepted Estimate to RFQ

    Convert an accepted estimate into a Request for Quotation (RFQ). This process formalizes the estimate for vendor bidding or procurement.

How to create a RFQ by using accepted estimate?

Step 1: Select Client> specific client> procurement.

Step 2: Click on "create RFQ" button.

Step 3: Choose the RFQ type as start from estimate and click on "proceed".

Step 4: Select the estimate type and click on "apply" button.

Step 5: Select the item from the list, then click on create group.

Step 6: In the pop-up, Give a group name and click on "create group" button.

Step 7: Once the group is created, it will be displayed in the Grouped Items off-canvas page and Generate an RFQ directly from the Grouped Items page. 

Step 8: click on "action" button and select the create RFQ.

Step 9: RFQ will be created in the RFQ section.