How to Import an manage a supplier Quote?

Left Navigation Bar > Purchases > Quote

From the Purchases section, you can import, validate, or reject quotes from your suppliers.

To import a quote, follow these steps:

1. Click on "Purchases."

2. Then, click on "Quotes."
3. In the Quotes section, click on "Import Quote" to import one or more files.
4. Select or drag the quote file(s).
5. Once uploaded, click on "Add Quote."

1. For quotes with the status "To Process," click on the three dots.
2. From the menu, select "Process Quote."
3. If the supplier does not already exist in your supplier list, Sequence will automatically create the supplier field. Otherwise, it will select the matching supplier.
4. Si un projet est associé au devis vous pouvez le sélectionner pour qu'il soit ajouté au projet.
5. Select the currency. If the currency is missing, you must create an accounting account for it in the Accounting section.
6. Review the purchase category assigned.
7. Check the scanned data to ensure accuracy.
8. Once reviewed, click on "Validate and Finish."
9. Click "Continue" to confirm the import.

Validate quote and generate an invoice :

1. In the quote list, select the quote and click on the three dots in the detailed view.
2. Click "Validate" to approve the quote — this enables you to use it for invoice creation.
3. Use the validated quote to generate an invoice and streamline your billing process.

1. You can also duplicate the quote to create a new one based on the existing document.

1. Click "Reverse" to return the quote to "Pending" status.

1. To mark the quote as rejected, click "Reject."

1. If there was an import error, you can delete the quote.