Supplier Quotation via Supplier Portal
In ERPNext, a :contentReference[oaicite:0]{index=0} can create a :contentReference[oaicite:1]{index=1} either manually or through the Supplier Portal.
Using the Supplier Portal, suppliers can log in and submit quotations directly against a :contentReference[oaicite:2]{index=2}.
1. Prerequisites
Before a supplier can submit a quotation via the portal, ensure the following conditions are met:
- The supplier must be created as a Website User with the Supplier role.
- The user’s Contact must be linked to the corresponding Supplier record.
2. Process Overview
The Supplier Quotation process via portal follows a simple workflow:
- An RFQ is created in the system.
- The supplier logs into the portal.
- The supplier views and responds to the RFQ.
- The system generates a draft Supplier Quotation automatically.
3. Step-by-Step Process
Step 1: Create Request for Quotation
Create a Request for Quotation in ERPNext and assign it to a supplier (e.g., “MNO Suppliers”).
This RFQ will be visible in the supplier portal.
Step 2: Supplier Login to Portal
The supplier logs in using their credentials and navigates to the RFQ section in the portal.
All assigned RFQs will be visible here.
Step 3: Submit Item Rates
The supplier opens the RFQ, enters item-wise rates, and submits the response.
This submission acts as their official quotation.
Step 4: System Generates Supplier Quotation
Once submitted, ERPNext automatically creates a draft Supplier Quotation against the RFQ.
Step 5: Review and Final Submission
The internal user reviews the generated Supplier Quotation and submits it for further procurement processing.
The updated status is also reflected in the Supplier Portal.
4. Key Points
- Each RFQ must be linked to a valid supplier account.
- Supplier submissions are automatically converted into draft quotations.
- Internal users retain control for approval and final submission.
- Status updates are synchronized between ERPNext and the Supplier Portal.
5. Summary
The Supplier Portal simplifies procurement by allowing external suppliers to directly respond to RFQs, reducing manual data entry and improving quotation accuracy.
