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With Workcube purchase offers, offers can be requested from multiple suppliers through a single offer record. Requested and received offers are tracked from a single center.

Path: ERP > Sales-Distribution > Purchasing > Purchase Offers

Title: Headline information about the offer
Process: Specify the process for receiving an offer in this field. Processes may vary between companies.
Transaction Type: Transaction type is selected.
Priority: Specify the priority status regarding the offer.
Negotiation Type: Negotiation type is selected.
Tender Method: From this field, the tender method of the offer is selected. is selected. For example; If direct purchase is to be made, "Direct Purchase" is selected.
Special Definition: You can choose a special definition for receiving an offer.
Payment Method: Specify the payment method for the products and services you want to offer.
Shipment Method: For the products/services you want to offer. Specify the shipping method you want.
Delivery Location: Select the location where you want to receive the products for which you want to quote in the delivery location field.
Project: If the product/service you want to quote will be used for a project, specify the relevant project in this field.
Job/Task: If the product you want to quote is required for a job or task, this field is available. specify.
Employee: The employee requesting the offer must be specified in the Employee field, and the employee who uses this screen is automatically displayed in this field.
Additional Information: This field is used to specify additional information about your offer.
Publication: If you want your Purchase Offer to be published on Public or Partner Portals (B2B/B2C), either: Check both boxes.
Publication Start/Broadcast End: Specify the date on which offers will start to be published on the public or partner portal and will be removed from publication.
Offer Date/Offer Deadline/Delivery Date: The current date is automatically displayed in the offer date field. The last date for which the offer will be valid is entered in the offer deadline field. In the delivery date field, specify the delivery date of the products for which you want the quote.
Reference: In the reference field, if it is an offer created on a screen (For example; If it is an offer added using the icon from the internal demand update screen), the relevant registration number (ICT-113) in this field is displayed.
Additional Description: In the Description field When you click on the icon at the beginning, a text field will open. You can use the description field to write information/notes about your offer.
Requested Offers: Indicate the members for whom you want a quote in this field. To specify the members, click on the "+" icon on the left, make your selections and save the offer.

Attention: After saving the offer, save the offers to the system with the "+" icon next to the members for whom the offer is requested. The "-" icon next to the names of the members for whom you want an offer indicates that the member has not yet returned the offer. The relevant offer number appears next to the names of the members who return the offer.

The usage of the basket area is as follows;

To add products to the basket, click on the "+" icon at the beginning of the basket line. A list of products will appear. From here, select the products one by one by clicking on their units. You can also add products to the basket by typing the stock code, barcode or serial number and pressing the "enter" key.

You can change the quantities manually. Then click the "Save" button.

For detailed information about using the basket, you can review the "Basket Settings and Usage" document.

The following operations can be done using the links at the top right;

Expenditure Detail: Expenses made for the offer record you are on the update page are entered on this screen.
Convert to Order: You can click on this link to convert the offer you are on the update screen to an order.
Convert to Sales Offer: You can click on this link to convert the purchase offer you are on the update screen into a sales offer. For detailed information, you can review the "Sales Offers" document.
Incoming Offers: When the manager who will evaluate the offers clicks on this link, the incoming offers screen opens;

The offers entered in the Offer Requested field can be viewed collectively on the screen. The system determines and displays the appropriate offer based on the price, shipping method and delivery dates.

After selecting the current and price of the offer that suits you, you can create an order from this offer by clicking on the "Create Order" button. The information contained in the selected quote will be included in the order.

Creating a Purchase Quotation via Data Transfer

You can use Data Transfer to create multiple purchase quotes at once. Click on Data Transfer in the upper right corner of the purchase offer registration page.

Warehouse: Select the warehouse where the products you requested will be received.

Offer Date: Dates of the offers

Document:In this field, select the document that contains the product information. The format of your document must be as stated above.

Delivery Date: Enter the date on which the requested products will be delivered

Transfer Type: Make the relevant selection according to the code in your document (stock code, barcode or special code).

Required information. When you click on the "Save" button, you will be directed to the order adding page. You can proceed with the order after detailed selections.

When you click on the “List” button, you can list the products in the document you have added. You can also turn it into an order after listing it.

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About Workcube Objects

Purchase Offers

The offers received from suppliers are entered from a single offer detail. All offers are collected and the final offer is created.

Type: WBO Version: Catalsyt v5 Licence: Standard Author: Workcube Core