Quotes

ClickHome supports tracking of request for quote processes.

Intro - Quotes (Request for Quote from Supplier)
Request for Quote is a standard business process whose purpose is to invite suppliers into a bidding process to bid on specific products or services. It i...
Fri, 6 Apr, 2018 at 4:57 PM
Intro - Quote Process
Initiate Initiate is the stage where we decide what needs to quote, which preferred supplier is it going to etc.  Go to the preconstruction task whi...
Fri, 6 Apr, 2018 at 4:59 PM
Setup - Quotes, Security and Templates
Security Permissions related to quotes 11101 - Setup Quotes 11102 - Complete Quote 11103 - Approve Quote 11104 - Reactive Quote 11105 - Complete Q...
Fri, 6 Apr, 2018 at 4:58 PM
Setup - Link RFQ Template set to a Preconstruction Task
Go to Administration > Preconstruction > Template > click on Edit on the required Preconstruction template and it will take you to Template item ...
Fri, 6 Apr, 2018 at 4:58 PM