Purchase Quotation Workflow & Conversion Guide | Bigledger скачать в хорошем качестве

Purchase Quotation Workflow & Conversion Guide | Bigledger

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