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Purchase Quotes

The Purchase Quotes tab in Manager.io allows you to request and track quotes from multiple suppliers before making a purchase decision. This feature helps you organize all your purchase quotes in one place, making your procurement management more efficient and effective.

Purchase Quotes

To create a new purchase quote, click the New Purchase Quote button.

Purchase QuotesNew Purchase Quote

The Purchase Quotes tab displays several columns that provide key information at a glance:

Date

The date on the purchase quote.

Reference

The reference number for the purchase quote.

Supplier

The name of the supplier who provided the purchase quote.

Description

A description of the purchase quote.

Amount

The total sum of the purchase quote.

Status

The current status of the purchase quote. The status can be set to:

  • Active: The purchase quote is currently active.
  • Accepted: The purchase quote has been accepted.
  • Cancelled: The purchase quote has been cancelled.

A purchase quote will automatically be marked as Active if it is linked with at least one purchase order or purchase invoice.