See screenshot below.
It seems I am unable to link a quote to a PO after it has been created (as a draft)… is this by design?
For us, the business likes to see a copy of a quote from vendor attached with the PO. In some cases they have multiple quotes (from different vendors) linked to the PO, so that finance has a record of which quote was selected and why.
Either make the PO from the supplier quotation or click on:
Get Items From > Supplier Quotation and select the quote. This will fetch the items from that transaction and link it to your PO.
Yes, I guess this the ERPNext way it works. In our case (and probably some others) the business likes to see the original supplier quote itself with the PO.
I guess what I’m thinking about for ERPNext is probably a module that would do a Print Format to create a PDF/print view that would combine:
- All Material requests related to the PO
- All RFQ’s related to the PO
- All Supplier Quotes related to the PO
- The PO itself
- All purchase receipt lists for the PO
- All supplier invoices (Purchase Invoices) for the PO
This is something accounting / finance sometimes like to see so they can see the whole documentation package. May be better to discuss that in a seperate dedicated thread, since this therad I was just wondering if possible to link a supplier quote to PO rather than the just import items from the quote