Feature Spotlight: PQuotes in Cetec ERP
At Cetec ERP, we aim to make your procurement process smoother and more efficient. One feature that simplifies this is our Purchase Quote (PQuote) workflow function. The PQuote is Cetec ERP’s version of a Request for Quotation (RFQ), and can be used either internally as a purchase requisition or to shop prices/availability externally before actually creating a purchase order (PO).
This feature is particularly useful for companies that want to separate the roles of creating PQuotes and entering POs. For example, a user can generate a PQuote and submit it to their manager for approval. Once approved, the manager can proceed to convert it into a PO.
Here’s how it works:
- After filling in the necessary PQuote information, the user simply goes to the workflow tool located in the top right corner of the PQuote screen.
- They then select the appropriate user for approval and click “Submit for Approval.”
- The chosen user receives an email notification and can review and approve the request.
- Once approved, the PQuote can easily be converted into a PO and sent to the vendor.
This process not only keeps things organized, but also ensures that purchase decisions go through the proper approval channels. By reducing the need to enter a large number of POs upfront, the PQuote workflow makes procurement more efficient and manageable.
The PQuote workflow is a straightforward, time-saving tool that helps streamline your internal purchasing process, keeping things simple and organized for your team. Learn more about creating PQuotes here.