Importing Quotations Question

Bueno, John

• September 11, 2019 00:00

Good Day,   ​For a quotation from a certain vendor be uploaded, does the products need to be added in Property>Vendor>Products?   Lets say there are 4 vendors for a specific product with different prices, does the item need to be loaded in each of the Property>Vendor>Products for each vendor?   Thanks in advance   //john

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  Camille Savory

  • September 11, 2019 00:00

  Hello {@005D000000AN6cmIAD}​, a good question!

   

  When importing a vendor quotation, products on the quotation do not first need to be added to that vendor if they already exist in the P&I system regardless of vendor, and the quotation includes their P&I system product ID number - upon importing the quotation, these products will automatically be attached to the additional vendor.

   

  If the product exists in the P&I system but the quotation does not include it's P&I system ID number, upon importing the quotation the product will appear on the 'Error Lines' tab (see below). Select the product, select reload, and it will then appear on the 'mismatched products' tab, where you can match it with the appropriate P&I system ID and select match products to attach the product to the vendor and import it's quotation.

   

  

   

  If the product does not already exist at all in the P&I system, so does not have a P&I system ID, you will not be able to add it directly from a quotation but must first create it.

   

  For more information on quotations, you can refer to the article 'Purchasing & Inventory Importing Quotations'.

   

  I hope this answers your question!

   

  Best

  Camille

   

   

   

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