Quotes
Manage your settings for quotes.
By Aurelian and 2 others3 authors18 articles
- Enabling fixed price quotesAllow a specific agreed amount to be set on a quote, rather than letting contractors claim up to a maximum value.
- Change quote settings to require releaseYou can update the user group responsible for releasing quotes, ensuring quotes are reviewed internally before being sent to contractors.
- Allow extra cost requestsYou can enable the contractor Extras feature to allow contractors to request additional costs on approved quoted works orders
- Auto-cancel quote requestsAdjust the setting that automatically cancels quote requests if they are not responded to within a specified timeframe.
- Allow units to raise a quoteYou can manage whether the units are allowed or not to raise quotes.
- Enable competitive quotesControl whether Unit Managers are required to select more than one contractor when raising a quote request.
- Review the quotes before authorisationRequire a selected user group to review quotes before they are authorised, to ensure only necessary and appropriate works are approved.
- Purchase order stuck after approvalWhat to do when a purchase order cannot progress after approval due to a pending quote request.
- Allow contractors to reduce the order valueYou can enable contractors to adjust the value of quoted orders.
- Remove parts from a supply only orderSteps to follow when parts in a supply-only order are no longer needed due to scope changes or errors.
- Supply Only order splitting into multiple ordersYou can prevent supply only orders from splitting by aligning GL codes and budget lines.
- Bulk update supply-only item imagesUse the Excel template to update supply-only item images across multiple items at once, without editing each record individually.
- No problem types available errorWhat this error means and what information to include when contacting support so the issue can be resolved quickly.
- Review and select a received quoteYou can review and approve quotes to progress them to a purchase order.
- Review and authorise extra cost requestsApprove or reject additional cost requests submitted by a contractor on a completed quoted works order.
- View quotes across all sitesYou can view and export all quotes raised across all sites from the Group area.
- Query an approved quoted orderAs an admin, you can query an approved quoted order and send it back to the contractor for additional information.
- Upload an attachment to a quoteAdd attachments to quotes in Access Maintain, including which file formats are supported and how to upload additional file types after the quote is created.