Purchase Offers

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

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

Title: Type the title information about the offer.

Process: Specify the process for getting an offer in this field. Processes may vary in each company.

Transaction Type: Transaction type is selected.

Priority: Specify the priority status of the offer.

Bargain Type: Bargain type is selected.

Tender Method: The tender method of the offer is selected from this field. For Example; If direct purchase is to be made, “Direct Purchase” is selected.

Special Definition: You can select a special definition for receiving an offer.

Current Account: Choose the current account.

Contact Person: The contact person will come depending on the current account you've chosen.

Payment Method: Specify the payment method to be made for the products and services you want to offer.

Shipping Method: Specify the shipping method you want for the product/services you want to offer.

Place of Delivery: In the Place of Delivery field, select the location where you want to receive the products you want to offer.

Project: If the product/service you want to offer will be used for a project, specify the relevant project in this field.

Assignment/Task: If the product you want to offer is required for an assignment or task, please specify it in this field.

Employee: The employee who requested the offer must be specified in the Employee field, and the employee using this screen is automatically displayed in this field.

Additional Info: This field is used to specify additional information about your offer.

Publication: Tick either or both boxes if you want your Purchase Offer to be published on Public or Partner Portals (B2B/B2C).

Publication Starts / End of Publishing: Specify the date when the offers will begin to be published on the public or partner portal and will be unpublished.

Proposal Date/Last Offer Date/Delivery Date: The current date is automatically displayed in the proposal date field. In the Last Offer Date field, the last date on which the offer will be valid is entered. In the Delivery date field, specify the delivery date of the products for which you want the offer.

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 on the internal request update screen), the relevant registration number (ICT-113) in this field is displayed.

Annotation: When you click on the icon at the beginning of the description field, a text field will appear. You can use the description field to write information/notes about your offer.

Offer Requests: In this field, specify the members for whom you want an offer. Click on the “+” icon on the left to specify the members and make your selections and save the offer.

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 at the beginning of the names of the members you want to offer indicates that the member has not yet returned to the offer. The relevant offer number appears next to the names of the members who return to the offer.

The use of the basket area is as follows;

To add products to the basket, click 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 inventory code, barcode or serial number and pressing the "enter" key.

You can change their amount manually. Then click the “Save” button.

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

With the help of the links in the upper right, the following operations can be performed;

1-Expense Details: The expenses made for the offer record on the update page are entered on this screen.

2-Convert to Order: You can click on this link to convert the offer you have on the update screen into an order.

3-Convert to Sales Proposal: You can click on this link to convert the purchase offer you have on the update screen into a sales proposal. For detailed information, you can review the "Sales Proposals" document. 

4-Received Offers: When the manager who will evaluate the offers clicks on this link, the received offers screen opens;

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

After choosing the current and price of the offer that suits you, you can click the "Create Order" button to create an order from this offer. The information in the selected offer will come to the order.

Creating Purchase Offer via Data Transfer

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

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

Offer Date: Enter the dates of offers.

Document: Select the document with the product information in this field. The format of your document should be as written above.

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

Transfer Type: Make the relevant selection based on the code found in your document (inventory code, barcode or custom code).

After specifying the necessary information, click the "Save" button and you will be directed to the order adding page. After detailed selections, you can place the order.

When you click the "List" button, you can list the products in the document you have added. You can also convert it to an order after you list it.