Supplier Quotation
The Supplier Quotation module allows suppliers to view and track all quotations they have submitted in response to Requests for Quotation through the Supplier Portal.
It provides a complete overview of quotation statuses, submitted values, expiry details, and linked documents — all in one place.
Supplier Quotation Overview
The Supplier Quotation page gives suppliers a real-time summary of all submitted quotations along with tools to search and filter them efficiently.
Key Metrics
At the top of the page, summary cards display important quotation data:
- Total Quotations Shows the total number of supplier quotations submitted
- Total Amount Displays the combined grand total value of all quotations
- Total Expired Quotations Shows the number of quotations that have expired
- Total Expired Amount Displays the total value of expired quotations
Filtering and Searching Quotations
Suppliers can narrow down the quotation list using the following filters:
- Quotation → Search by specific Supplier Quotation number
- From Date → Filter quotations from a selected start date
- To Date → Filter quotations up to a selected end date
- Status Filter → Filter quotations by status:
- All
- Submitted
- Draft
- Cancelled
The result count (e.g., 20 of 31) is displayed on the right side, indicating matching records.
Quotation List
The supplier quotations are displayed in a table format with the following columns:
- Quotation No Unique identifier
- Status
Current state of the quotation:
- Submitted
- Draft
- Cancelled
- Posting Date Date when the quotation was created
- Grand Total Total value including taxes and charges
Pagination
Suppliers can control the number of visible records:
- 20 / 100 / 500 / 2000 records per page
Supplier Quotation Details
Clicking on any Quotation opens the Supplier Quotation Details modal.
This modal provides a complete read-only view of the submitted quotation across four tabs:
- Details
- Address
- Terms
- Connections
Quotation Header
Displays summary-level information:
- Name → Unique quotation reference number
- Transaction Date → Quotation creation date
- Valid Till → Expiry date of the quotation
- Status → Current quotation status
Details Tab
The default tab showing item pricing and tax details.
Item Details
Each item includes:
- Item Name
- UOM (Unit of Measurement)
- Quantity
- Rate
- Amount
Taxes and Charges
Displays tax components:
- Description (CGST, SGST, etc.)
- Account Head
- Type (On Net Total / Previous Row)
- Rate %
- Tax Amount
- Total
Summary Totals
- Total Taxes and Charges → Combined tax value
- Grand Total → Final quotation value
Address Tab
Displays all associated addresses:
- Supplier Address
- Billing Address
- Shipping Address
All fields are read-only.
Terms Tab
Displays submitted payment and contractual terms:
- Payment Terms
- Payment Terms Template
- Terms and Conditions
- Notes / Instructions
All fields are read-only.
Connections Tab
Displays linked documents:
- Request for Quotation
Purpose
- Trace quotation to originating RFQ
- Verify buyer requirements
- Maintain audit trail
Action Buttons
Located at the top-right of the modal:
- Concern
Concern
Used to raise issues related to the quotation.
How to Raise a Concern
- Click Concern
- Enter subject and description
- Submit
Concern Details Page
- Concern ID
- Subject
- Description
- Status (Open / In Progress / Resolved)
- Raised By
- Date
- Response
Purpose
- Report quotation issues or disputes
- Maintain communication with buyer
- Track resolution status
PDF and Print
- PDF → Download quotation document
- Print → Print directly