Store Purchase Quotation – User Manual

Store Purchase Quotation – User Manual

Store Purchase Quotation – User Manual
Version: v.1.0.30
Prepared by: Issac
Date: 03/06/2025

Table of Contents

  1. Introduction

  2. System Requirements

  3. Logging In

  4. Main Features and Functions

    • 4.1 Creating a New Quotation

    • 4.2 Filling Quotation Details

    • 4.3 Validating and Submitting

  5. Troubleshooting Common Issues

  6. FAQs

  7. Support

1. Introduction

The Store Purchase Quotation module is designed to record and manage vendor quotations within the procurement workflow. It allows users to capture vendor-supplied pricing data, reference details, and product-specific rates, which can later be fetched into the Store Purchase Order module for seamless procurement processing.

2. System Requirements

  • Browser: Chrome 90+ or Firefox 85+

  • User Role: Procurement Executive, Store Manager

3. Logging In

  1. Open the Zealit portal and log in with valid credentials.

  2. From the dashboard, navigate to the Store Purchase Quotation module or through the search button to the top right.

4. Main Features and Functions

4.1 Creating a New Quotation

  1. On the landing page, existing quotations are displayed in a grid view.

  2. Click the Create New button to initiate a new quotation entry.

4.2 Filling Quotation Details

  1. Reference: Input the vendor’s reference number for the quotation.

  2. Vendor: Select from existing entries in the Vendor Master.

  3. Validity Period: Define the quotation’s expiry date or validity duration.

  4. Product Details:

    • Select products from the Product Master.

    • Define UOM (Unit of Measurement) as per product relevance.

    • Enter Unit Price and specify the Currency.

    • Optionally assign a BIN Number for warehouse/bin-specific tracking.

4.3 Validating and Submitting

  • Once all details are verified, click Submit to save the quotation entry.

  • The entry will now be available for selection in the Store Purchase Order module via the Fetch Quotation function.

5. Troubleshooting Common Issues

IssueSolution
Unable to create a new quotationEnsure all mandatory fields are filled and user role permissions are valid.
Vendor not appearing in dropdownConfirm vendor is created and active in the Vendor Master.
Products not fetching from masterValidate product status and master linkages.


6. FAQs

Q: Can I edit a quotation after submission?
A: Yes submitted quotation can be edited.

Q: Is it mandatory to enter a BIN number?
A: No, it is optional and only needed for warehouse-specific allocations.

Q: Can multiple currencies be used in one quotation?
A: Only one product is added so one currency is entered.

Q: Why is my quotation not appearing in the Purchase Order screen?
A: Ensure the quotation is submitted and falls within the validity period.

7. Support

For system-related queries, quotation glitches, or general ERP existentialism, contact:
📧 helpdesk@aggrandizeventure.zohodesk.in

Store purchase order user manual : https://support.aggrandizeventure.com/portal/en/kb/articles/store-purchase-order

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