Can you enter a Request for Quotation without entering an Item Code, but only a Description
Hi Fahad,
As of now, I think you need an Item Code to make an RFQ.
Though, I think I know why you’d want to do that. Once you get the proposal from a supplier, you will have a better idea about what Item Code to use. Or maybe these are such insignificant items or one-off items that you may never purchase again.
How about you have a generic Item Code for such instances and like you rightly point out, enter the description of the item you want to get a proposal for? In the Print format, don’t pull the Item Code or the Item Name, but pull the description. And you can use that Print format to send to your suppliers.
It can get a little confusing if you need to get quotation for two such items in the same RFQ. You might have to set the configuration so that you can add the same item multiple times in a transaction. Or have some 10 such generic items GenericItem1, GenericItem2 and so on.
Hope this helps.
Thanks
Jay
Sorry to resurrect this topic, but I’m in a similar situation but yet couldn’t find a workaround for it:
• I’m planning to switch to ERPNext and would like to import all my previous Quotations and Invoices.
• However, I never had to work with “item code” concept. I’ll do it now, but all existing document cannot get one because prices are almost always different.
• I indeed thought about this “generic” item code and created one.
Here are my issues though:
• I used to apply an item-wise discounts on my previous documents.
• BUT if I set my item price rate to 0 (zero), item-wise discounts won’t apply and keep reverting to zero.
• If I set some mandatory item price rate (is. 500), then it works, but my previous documents item row could be higher or lower, thus auto applying margins or discounts preventing me to match 1:1 my previous documents.
Do you have any idea to workaround this?
Would it be possible to get the discount working on an item price rate set to zero?
Thanks a million for any help.
Anyone ? 