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Quick Bid - 09.14.03 Accepting (Awarding) a Supplier's Entire eQuote - QB

Views: 486 Last Updated: 10/24/2024 02:57 pm 0 Rating/ Voters
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After you review and compare your Suppliers' responses to your eQuote request, you will probably want to "award" some or all of the quoted Materials to one or more Supplier.


Accepting a Supplier's Entire eQuote

To award an entire eQuote to a Supplier,

Click the checkbox below the Supplier's name (this is the select all/de-select all toggle) - this ticks the checkbox for each individual Item in the eQuote

Note
The drop-down option to "Accept" an eQuote is greyed out until you check at least one row in the eQuote.

Click on the Supplier's name - this opens a drop down (the drop down obscures the checkbox below the Supplier name, our screenshot was modified for the sake of this example)

Select Accept Quote (if you have access rights to update Master Items, and the option to prompt to "Ask before updating master material pricing" is checked in Tools > Options, you will be prompted to update Master Material Pricing - see the section below for details. If you have disabled the Prompt or you do not have access rights to modify the Master Items, only the bid-level pricing is updated).

Click on the drop-down next to the Supplier name and select Accept eQuote from the menu

Note
If you accept an entire eQuote and one or more Item are not priced (show "0"), the Material pricing will be set to zero in your Bid. Be sure to un-select or remove unpriced Items from an eQuote before accepting. You will, of course, be warned about this...
Confirmation prompt to access unpriced items - their price will be set to zero in Quick Bid
You can always change the pricing in the Materials Tab grid.

We are going to proceed with accepting this entire eQuote as-is and then circle back to correct the missing pricing!

The Materials Tab updates to reflect the chosen Supplier, Pricing and the date that pricing is updated and an Accepted Quote icon the accepted eQuote icon is a green checkbox displays in the column for that Invited Supplier (the Suppliers pricing columns are also colored to indicate the eQuote is accepted).

the Accepted eQuote icon shows on the bottom of the eQuote section on the Materials Tab eQuote panel

Notice, because we overrode (manually entered) the pricing for some of the Items, they are labeled "(OVERRIDE)" then the Supplier name. This lets you immediately identify prices you modified.

Once you have accepted an eQuote, you cannot change the Items included. However, keep reading...

Now... what about that unpriced Item? Well, let us return to the eQuotes grid and take care of that.

If you want to adjust the eQuote with pricing for that Supplier, you have to un-accept the eQuote (see below), set the price, and re-Accept it.

If you want to award that Item to a different Supplier, simply tick the checkbox for that Item under the intended Supplier...

You can accept one or more individual items from an eQuote by putting a check in the box for that item

Now, Accept the eQuote for the new Supplier. You will be notified that one or more of the Items in the newly Accepted eQuote were priced previously.

Previously accepted eQuote pricing confirmation prompt

Click Yes to change the Supplier and Pricing to the new eQuote...

When you accept a different Supplier's eQuote, the first one becomes un-awarded

You can also "cherry pick" which Item's pricing to accept from a Supplier's eQuote.

click here to view the previous article Printing the eQuote Comparison Report Cherry Picking which Items' Pricing to Accepting (Awarding) from One or More eQuotes click here to view the next article



Product documentation (user guides) describes functionality in the latest version of each major release and may not match the functionality in the version you are using. Please check the Product Information and Downloads pages by clicking one of the product buttons above.

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