Creating a new quote in Artintech ERP is a crucial task in the procurement process. By following these structured steps, you can efficiently generate quotes and ensure accurate procurement records.
Step 1: Navigate to the Quote List Section #
Why this step is important: Accessing the Quote List section allows you to view existing quotes and create new ones.
Best Practices:
Ensure you have the necessary permissions to access the Procurement section.
Confirm that you are logged into the correct company profile in Artintech ERP.
How to do it:
Log into your Artintech ERP system.
Navigate to the Procurement section from the main menu.
Click on Quote List to access all existing quotes.
Step 2: Add a New Quote #
Why this step is important: Adding a new quote is the starting point for initiating a procurement request.
Best Practices:
Double-check if there’s an existing quote for the same requirement to avoid duplication.
Ensure that all mandatory fields are filled accurately.
How to do it:
On the Quote List page, click the New button on the upper right.
This will take you to the Quote Detail page where you can enter details for the new quote.
Step 3: Fill in Quote Details #
Why this step is important: Accurate quote details ensure proper tracking and communication with suppliers.
Best Practices:
Enter all required fields carefully to prevent errors.
Use standardized formats for numbers and dates.
Add notes if additional instructions are necessary.
How to do it:
Fill in the following details:
Quote Title
Supplier Details
Incoterms
Payment Terms
Use the Note box to add any specific instructions.
Attach necessary files by clicking the New button in the Attachment Box.
Step 4: Add a Quote Item #
Why this step is important: Quote items specify the products or services being quoted.
Best Practices:
Ensure all item details, including quantity and price, are correct.
Use consistent naming conventions for items to avoid confusion.
How to do it:
Click the Add Quote Item button.
Enter the necessary details for each item.
If necessary, delete an item using the Delete icon.
Click the Save button on the lower right to finalize the quote.
You have now successfully created a new quote in the Artintech system! By following these structured steps, you ensure a seamless and efficient procurement process.
