Convert RFQ to PO

Let's take a closer look at the process of converting an RFQ into a PO below.

How to convert RFQ to PO?

Step 1: Share the RFQ link from the organization with the vendor.

    1. Select Client> specific client> Procurement.

    2. In the RFQ, click on "send to vendor" button. 

  3. Choose the vendor to whom you are going to share the RFQ and click " add" button.

4. Compose an email and click on " send email" button.    

Step 2: Vendor should update the price

    1. As a vendor, open the inbox, click on the link, click on "RFQ link" button. 

    2. In the quotation received page, update the rate and click on "update price" button.

In the quotation received section, price update should be displayed in the RFQ.

Step 3: Convert RFQ to PO

1. Select Client> specific client> Procurement.

2. In the RFQ section, click on the price updated RFQ and click on "convert to PO"

3. In the create purchase order, you should add ' issued on date ' and click on "action" button. work order and adding terms and condition are optional.

    4. Click on "compose email"

    5. click on "send email"