Purchase Quotation Workflow & Conversion Guide | Bigledger
Автор: BigLedger
Загружено: 2026-02-20
Просмотров: 3
Описание:
n this video, we walk through the Purchase Quotation Applet, covering its workflow setup, document management, and conversion process.
You’ll learn how to:
Enable purchase quotation workflow settings
Create and manage purchase quotations
Use advanced filters and customizable columns
Understand draft vs final document status
Discard or void quotations correctly
Convert Purchase Quotation to Purchase Order
Track document links (Copied To / Converted From)
Manage line item vs document view
Configure application settings & permissions
Set personalization and default selections
Purchase Quotation acts as the initial transaction document in your purchasing workflow and ensures smooth conversion into Purchase Orders with proper document tracking and control.
⏱ Timestamps
00:01 — Quotation Overview
00:14 — Workflow Setup
00:48 — Document Listing
02:22 — Create Quotation
03:58 — Draft Status
04:01 — Final Status
04:39 — Void Rules
05:33 — Line View
06:40 — App Settings
08:12 — Personalization
09:24 — Order Conversion
11:06 — Document Link
12:05 — Export Options
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