Purchase Quotes |
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Lists ... Accounts Payable ... Purchase Quotes
Activities ... Accounts Payable ... New Purchase Quote
About Purchase Quotes
Purchase Quotes are used to provide a formal request to a vendor for goods or services that your company requires. They can be alternatively used for employees to requisition items from a central supply. Purchase quotes can easily be converted to purchase orders.
In this Topic
Field by Field Help - Purchase Quote screen
Related Topics
2.7 How to Use Lists
10.2 Purchase Orders
Field by Field Help - Purchase Quote screen
Buttons
Save
Click this button to save the purchase quote.
Save and Issue Purchase Order
Click this button to save the purchase quote and immediately create a purchase order from its details.
Insert Item
Click this button to add an item to the purchase quote.
Delete Item
Click this button to delete the highlighted line item from the purchase quote.
Search for Item
Click this button to display a window from which one can search for an item to add to the purchase quote.
Item Profile
Click this button to view the selected item's supertrack inventory record. You can then view and/or make changes to the record from the window that comes up. Note that any changes you do make will not immediately affect the line item in the transaction you are currently creating unless you delete and re-add the item.
Create Item
Click this button to create a new item in the Supertrack Inventory. When finished adding the item, the software will automatically add this item into the purchase quote.
Item Notes
Click this button to view/edit the transaction item note for the currently selected detail item. This note will be printed on the transaction following the item.
Transaction Notes
Click this button to view/edit a large note to be printed in bold at the bottom of the printed transaction.
Close Purchase Quote
Click this button to close the purchase quote immediately.
Click this button to print this purchase quote. This button will be available only after the purchase quote is completed.
Click this button to e-mail this purchase quote. This button will be available only after the purchase quote is completed.
Memorize/Recall Transaction
Click this button to memorize the existing transaction (edit mode) or recall a memorized transaction (new entry mode).
Attach documents to this record
Click this button to view or attach documents to this record in the Intellifile Explorer.
Header Fields
Vendor ID
Enter or select the ID of the vendor for whom you wish to make this purchase quote.
Location
Displays the location that this purchase quote was made in.
Trans. Date
Displays the date this transaction was made.
Trans. No.
Displays the internally generated number assigned to this transaction.
Vendor Address
Displays the address of the vendor. Click the radio button to the left of the word "Vendor" to change the address information for this transaction only.
Ship To Address
Displays the address of the location referenced above. Click the radio button to the left of the words "Ship To" to change the address information for this transaction only.
Payment Terms
Select the terms that will apply to a purchase receipt created from this purchase quote.
Delivery Date
Displays the date on which products ordered would arrive in your location. This date is editable.
Ship VIA
Select the shipping method that this order will eventually be delivered with.
Detail Fields
SKU Item
Enter the SKU Item number of the item requested for purchase. This is not required for purchase quotes, but if entered, will cause the remainder of the fields on this line to fill in.
Description
Displays an editable description of the item to be purchased.
Quantity
Enter the number of units of the item requested for purchase. The number of decimal places displayed in this field is determined by the quantity precision setting in Setup Inventory.
UM
Displays the unit of measure attributed to this item, if any.
Unit Price
Enter the expected cost of the item here. The number of decimal places displayed in this field is determined by the cost precision setting in Setup Inventory.
Extended Price
Displays the full price of the item. Obtained by multiplying the quantity by the unit price.
Footer Fields
Employee
Displays the employee ID of the employee who created this purchase quote.
Memo
Enter an explanation or note concerning this transaction here.
Total Quote
Displays the total value of the entire purchase quote.
| Q01. | Why is it that you do not have to put a SKU item number in for the items you want to purchase? |
| A01. | When you are making a purchase quote, it is possible that some items may never have been purchased before and therefore would not have an item number in your Supertrack Inventory. Therefore, SKU numbers are not required when creating a purchase quote. |
| Q02. | I don't see my question here. Where else can I get information? |
A02. Visit our website's Technical Support section.
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