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Searching for Saved Quotes
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You can search for previously saved quotes by clicking on the Search button in the main menu.
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The Search page allows user to search using 5 different criteria: by Quote Number, by PO Number, by Last Name, by Phone Number and by Department.
This is information that you entered when you created your quote. Below is an example of a search result listing quotes that was searched by Last Name as "Lee".
If there is more than one user with the last name Lee, the search will produce all quotes that contain the last name Lee. However, user will be allowed access to quotes only if he/she has the correct password.
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Please note the Status column in the table. This column shows the different stages of the quote in the procurement process.
- The status "Quote is open" means the quote has been saved but not finalized.
- The status "PO not assigned" means the quote has been finalized but is waiting for a PO number.
- The status "PO has been received" means a PO number has been assigned to the quote and has now become an order.
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When you click on either Retrieve Quote or Retrieve Order (red buttons under Detail column) you will be asked to enter the 4 digit password in order to open the quote or order as you see below.
After you enter the correct password, you will be able to see everything in your quote including the shopped items. If your quote has not been finalized, you will see the following at the bottom of the page.
Using the above buttons you can edit/delete/finalize and also email/print the quote.
If your quote has been finalized, you will only see the email and print button.
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Creating a Requisition
Assign Purchase Order
