Skip to main content

📝 Create PO from Quotation

🎯 Turn Approved Vendor Quotes into Purchase Orders Instantly​

The Create PO from Quotation feature in PrismERP simplifies the transition from vendor selection to purchase order generation. Once a quotation is reviewed and approved, users can directly convert it into a Purchase Order (PO)—bringing in all agreed terms, item specifications, and negotiated pricing without manual re-entry.

📌 What is "Create PO from Quotation" in PrismERP?​

After receiving and evaluating supplier quotations, the chosen offer can be approved and converted into a Purchase Order in just a few clicks. This feature ensures all pricing, quantities, delivery terms, and vendor information from the selected quotation are carried forward into the PO automatically—reducing errors and accelerating the procurement cycle.

🔄 Integrated with RFQ (Request for Quotation), Vendor Management, and Financial modules, it ensures a controlled, traceable, and efficient purchase workflow.

✅ Key Features​

  • 🔄 Quotation-to-PO Auto Conversion Instantly populate PO with vendor name, item details, prices, taxes, and terms from the approved quotation.

  • 👥 Multi-Vendor Handling Choose quotations from different vendors and generate separate POs accordingly.

  • ✏️ Editable PO Draft Review and adjust delivery dates, quantities, or payment terms before final PO confirmation.

  • 🔐 Approval Workflow Integration Convert only approved quotations to maintain compliance and internal controls.

  • 📎 Document Attachment Include vendor specifications, quote comparisons, or tender evaluation reports with the PO.

  • 🧾 Audit Trail & Traceability Track which quotation was converted into which PO for transparency and accountability.

💼 Why Use This Feature?​

Manually entering quotation data into purchase orders increases the risk of errors and delays. PrismERP’s automated quotation-to-PO process ensures accurate order placement, shortens the procurement cycle, and aligns with negotiated vendor terms.

Business Benefits​

  • ✅ Faster turnaround from quotation to procurement
  • ✅ Error-free and consistent data transfer
  • ✅ Ensures purchases are based on vetted quotations
  • ✅ Enhances procurement efficiency and compliance
  • ✅ Simplifies vendor communication and contract execution
  • ✅ Supports strategic sourcing and tender-based purchasing

How to Access This Feature​

**Navigation Path Create from Quotation

🔧 Steps to Use:​

  1. Choose an approved vendor quotation from the RFQ list.
  2. Review quotation details—items, pricing, vendor terms.
  3. Convert to Purchase Order with a single click.
  4. Edit if needed (e.g., price, delivery date).
  5. Send PO to the vendor via email or export for internal use.

🔗 Quotation to Procurement—Made Seamless​

With PrismERP, eliminate redundant steps in your procurement process. The Create PO from Quotation feature ensures your team moves from vendor selection to order fulfillment quickly, accurately, and confidently.

✅ Negotiate smart. ✅ Order faster. ✅ Procure efficiently—with PrismERP.