If you need to let your suppliers what you may order if you get a contract, you can now export a list of the all the products you may order from them without creating POs.
The system can produce an Excel file with all the items in, either individually or totalled up by product.
To do this:
- Select the Quotation
- Click on Convert to New Purchase Order
- Select the supplier(s)
- Select whether to have totals by product or leave as individual items using the tick boxes at the top.
- Click on Export Items
- Click Cancel to stop any PO’s being created
If you have set the default supplier or selected the supplier in the drop down, it will appear in the file.
