How to Create and Manage Purchase Order Quotes in C2W Inventory
Purchase Order Quotes work like Purchase Orders but do not add inventory. Use them to prepare purchasing details before an order is confirmed with a vendor. You can create a new Purchase Order Quote or convert an existing Purchase Order into a quote.
Create a Purchase Order Quote
Once saved, the order is identified as a Purchase Order Quote.
Convert a Purchase Order Quote to a Purchase Order
When you are ready to proceed with the purchase:
The quote is now a regular Purchase Order, and you can continue with the normal Purchase Order workflow.
Convert an Existing Purchase Order to a Quote
You can also convert an existing Purchase Order into a Purchase Order Quote:
The Purchase Order is now identified as a Purchase Order Quote.
Find and View Purchase Order Quotes
Purchase Order Quotes are identified by a selected checkbox in the Quoted column. You can also narrow your search using options such as date range, Order#/Ref.#, Vendor, Item, Inventory Status, or Payment Status.