Flow of Opportunity, Quotation & Supplier Quotation

Basically the scenario is that:

  1. We receive bidding request from customer - we charge it as opportunity
  2. We will do a Supplier Quotation - based on available rate we obtain
  3. Once we have complete Supplier Quotation, we will raise the Quotation to the Customer

My question is are we able to trace and link between this 3 documents? And also if possible any ways that we can track the progress between this 3 documents before we raise both Sales Invoice and PO

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You can create Supplier Quotation from Opportunity. For now, no link between Supplier Quotation and Customer Quotation. Hence you will have to manually convert Opportunity into Quotation and enter rates.

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