Vendors and requests for quotation

Purchase at /procurement is the supplier and inbound stock area. The dashboard tracks orders, receipts, vendor performance, spend, and the RFQ pipeline.

#Access and permissions

Procurement uses the Inventory entitlement. Read access follows module and record scope. Vendor, RFQ, agreement, purchase order, receipt, and return mutations require SUPER_ADMIN or MANAGER.

#Vendors

Open /procurement/vendors.

1. Select the create action and enter supplier identity, contact information, terms, and purchasing details.
2. Save the vendor.
3. Use the vendor in RFQs, agreements, and purchase orders.
4. Archive an inactive vendor rather than deleting transaction history. Restore it when the relationship resumes.

Supplier price and priority data can also support Reorder Suggestions where configured.

#Create an RFQ

1. Open /procurement/rfqs/new.
2. Choose the destination warehouse, due date, invited vendors, and requested product lines.
3. Save the Draft.
4. Select Send to vendors. You can also use Email when outbound email is configured.
5. Record each vendor quote under the Quotes tab, including unit price, lead time, and minimum quantity.

RFQ states are Draft, Sent, Closed, Cancelled, and Awarded.

#Compare and award

The Quotes tab identifies the best eligible line quote using quantity, price, and lead time. Review the complete commercial terms before awarding.

The Award tab supports two strategies:

1. Award the whole RFQ to one vendor.
2. Award each line to the best selected vendor.

Select Award & create PO. agaro creates one or more Draft purchase orders and sets the RFQ to Awarded. Review those Draft orders before sending or confirming.

#Common problems