How do I get a quote?
What it does today
YourCA does not write a request for a quote. Ask the supplier from your own email. When their price comes back, record it on the line. On a line still to be ordered, Follow up writes the order itself, not a request for pricing.
- Press Suppliers on the Procurement band.
- Add a company is on the row above the list, beside Import a list. Import a list takes a spreadsheet of the companies you already order from.
- Only the company name is required. An email lets YourCA write their chases. On a phone, the two controls are on the same row and show only their icons.
- Add the supplier once, and you can use them on every item, on this job and on the next one.
- To compare prices, open the line and look under Everything else.
- Quotes holds one row for each supplier: the company, the quoted price, the lead in weeks, what is included and what is not. Add quote adds a row.
- With two or more rows, each row shows what it saves against the highest. Get recommendation names the best value. Award marks the one you choose.
- At the top of Quotes, drop supplier quotes, invoices or emails on Drop quotes to compare.
- Each file becomes its own row. YourCA reads the company, the amount, the lead time, the scope and the exclusions from it.
- YourCA never overwrites a company name you typed. If it cannot find a supplier or an amount, it says so and leaves the row for you.