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.