Compare, counter, accept or decline quotations

Comparing

1. Open the RFQ from My RFQs.
2. The Compare quotations table shows each quotation's current terms side by side: Unit price (the cheapest is marked Lowest), Total at quantity, Minimum order, Lead time, Incoterm, Payment terms, Valid until, and how many rounds of negotiation (Rounds).
3. Below it, each supplier's card has the details and the buttons.

Sending a counter-offer

1. Press Counter on the quotation's card.
2. Enter the Unit price (at least 0.01, up to two decimals), Lead time (days) (at least 1 day) and Your offer is valid until (a date after today); add a note if you like.
3. Press Send counter-offer.

Your counter is now the quotation's current terms; you wait for the supplier's reply. To change your own counter use Revise counter. To see every round use Negotiation history.

Accepting to create an order

1. Press Accept on the quotation's card.
2. Accept this quotation? — check the price, currency, quantity, lead time, Incoterm, validity, payment terms and Order total.
3. Press Accept and create order. An order is created at once; view it with Open the order.

Declining

1. Press Decline on the quotation's card.
2. Choose a reason if you like: Price, Lead time, Minimum order quantity, Terms or Other; and a note (up to 500 characters).
3. Press Decline quotation. The supplier is told.

Frequently asked questions (FAQ)