How to add items from a supplier quote to an estimate
Importing supplier quotes lets you move product and service data into your estimate quickly and accurately, without manual entry and typos. It makes budgeting easier and keeps prices up to date.
- 1
Start the import
Open «Estimates» and click «Import».
- 2
Upload the quote
Upload the supplier's quote file.
- 3
Set the document type
Turn on «This is a supplier quote».
- 4
Enter the quote details
Fill in «Quote no.» and the quote date from the supplier's document.
Good to know
- To attach an uploaded quote to an existing estimate item without creating duplicates, use «Supplier quote» in the «Vendor & payment» section (section 3.8).
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