Raising a Purchase Enquiry From An Estimate

Raising a purchase enquiry directly from an estimate is quick and easy, saving time on entering data twice. To raise a purchase enquiry from an estimate:

1. Load the required, constructed estimate on screen

2. Select a potential supplier for the Materials / Services you wish to raise a purchase enquiry for.

3. Put a tick in the ‘S’ column for the Materials / Services you wish to raise a purchase enquiry for.

4. Click the button to raise the purchase enquiries. A confirmation message is shown on screen to confirm the process was successful.

5. The raised purchase enquiry number is now shown in the ‘PE/IN’ column. Double clicking this cell will load the linked purchase enquiry.

Notes:

· If a purchase enquiry for the selected supplier exists in an unsent state, then the item will be appended to this purchase enquiry.

· Items with the same supplier are consolidated on the same purchase enquiry.