Quotations

What it is

Price quotes received from suppliers for requested items.

Why it matters

Lets the school compare suppliers before choosing one.

When to use it

Office staff record each quote and compare them side by side.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Inventory to open it.
3. Click Quotations.

What you see

Quotations · click the picture to enlarge

• The list has these columns: Reference, Supplier, Requisition, Quoted on, Valid until, Status, Created. Click a column name to sort by it.

Buttons on this screen

• Record quotation — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Opening a record

Click any row in the list to see everything about it on one page.

MS/Q/2026/118 · click the picture to enlarge

Filling in the form

1. Click the Record quotation button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (3 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Quotations · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Supplier *	choose	Pick the supplier who sent this quote.
Supplier reference *	text	The quote number printed on the supplier's quote.
Quoted on *	date	The date printed on the supplier's quote.
Valid until	date	The last date the quote's prices still stand.
Note	long text	Any detail about the quote. Optional.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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