Did you know The Business Edge can help you convert multiple Request For Quotes into one Purchase Order?
There may be times that you have sent multiple R.F.Q.s to your vendors for different products. When you’ve gotten confirmation of price and delivery back from your vendors you may realize that there are multiple R.F.Qs for one vendor that you now would like to convert to Purchase Orders. Rather than creating a different Purchase Order for each R.F.Q that you are converting The Business Edge has a streamlined process.
The first step is to convert the first one of the R.F.Q.s in question to a Purchase Order. Simply go to the convert R.F.Q. to P.O. menu item located via the path below. After the first R.F.Q has a Purchase Order number assigned you will then again go to the Convert R.F.Q. To P.O. menu. Then, select the second R.F.Q. that you would like to convert to a P.O. Once the second R.F.Q. is selected The Business Edge will take you to the next screen when you hit esc or press O.K (in the Graphical Interface). This screen is where you can either assign a brand new P.O. number to the R.F.Q. or in this case you will select the first P.O. you created by either typing the P.O. number in manually or by selecting the Purchase Order via the most recently used list. Once you have created the P.O. from the multiple R.F.Qs you are able to go into each line item on the Purchase Order and make any adjustments such as quantity or cost.
Purchase Order System
Vendor Request for Quote System
Convert R.F.Q to P.O.
You can now select additional RFQ Numbers and instead of pressing enter for the next PO Number type in the existing PO Number you would like to add the items to. This is a handy place to use your recent list, since the system knows the last PO Numbers you selected. After adding the items to the PO the system will take you to the Detail Lines of the PO where you can make any changes such as quantity or cost, or even add additional lines. Once the PO is complete you can send it out from the Final Screen.