Compare and award quotes

What it's for

Compare supplier replies for one request, then select one complete quote to create a draft purchase order. Open a saved request from Requests for quotes.

Tabs

Use Vendor comparison and Requested items to move between the request's sections. Both are on the saved request opened from the request list.

Panels and controls

Prepare email opens a request email for a supplier with an email address. Sending remains your choice.
Record quote saves that supplier's unit prices and lead time. Unknown values can stay blank.
The comparison shows each unit price, extended price, total, lead time and rank. Prices are in USD, excluding tax and freight.
Complete quotes rank by extended price first, then lead time. Exact ties share a rank. An incomplete reply has no total or rank and cannot be awarded.
Award selects one complete quote, closes the request and creates a draft purchase order with that supplier and the requested lines. The resulting purchase order remains available from View purchase order.

Open a saved request from the request list to use these controls. Purchase orders describes the resulting draft.

What it accepts

Field	Format	Required	Rule
Unit price	USD amount	To complete a quote	Zero or more, with at most two decimal places; blank means not quoted
Lead time	Whole days	To complete a quote	Zero or more; zero means available now
Award	One complete supplier quote	To create a purchase order	A closed request cannot be awarded to another supplier

The quote form and award controls are on the saved request opened from Requests for quotes.

How to configure it

There is no request-specific Settings step. Keep supplier contact details current in Purchasing. Lead time is the supplier's estimate in days from placing the order.

You need Purchasing access and permission to view costs. With the default roles, owners and office managers can open the screen. Your company's assigned permissions determine access. See Roles & permissions.