Quotation Comparison

Quotation comparison is the process of reviewing multiple supplier quotes to choose the best option based on price, quality, delivery time, and other factors. It ensures informed and fair purchasing decisions.

Purchase Request

Create a purchase request by selecting the vendor, branch, inventory, and product details, along with quantity and expected dates. This request serves as the starting point for receiving quotations and comparing vendor offers.

Receive Quotation

Field	Action
Date	Enter the date.
Vendor / Name / Address	Enter vendor details.
Type	Select the type of purchase (e.g., Inventory).
Request No	Reference the related purchase request.
Vendor Qt	Quotation number or reference.
Payment Terms / Delivery Place	Enter payment and delivery details.
Item / Product	Select the item and product name.
Quantity	Enter the quantity quoted.
Unit Price	Enter the price per unit.
Payment Date / Amount	Enter scheduled payment dates and amounts.

Selection Criteria Setup

A. Individual Selection Criteria

Field	Action
Label	Enter the criterion name.
Category	Select the relevant category if applicable.

B. Selection Criteria Set

Field	Action
Title	Enter the name of the criteria set.
Items / Selection Criteria	Add individual criteria to this set.
Weightage	Assign a weight to each criterion to indicate its importance.
Quotation Item Mapping	Specify which quotation field this criterion corresponds to.

Evaluation Panel

Field	Action
Name	Enter the name of the panel.
Description	Add a brief description of the panel’s purpose.
Evaluator	Select the employee or user.
Weightage	Assign a score weight to indicate the importance of their evaluation.
Remark	Optionally add notes about the evaluator.
Is Purchaser	Specify if the evaluator is also the purchaser.

Quotation Price Comparison

Select Purchase Request: Choose the relevant purchase request to view all received quotations.
Add Criteria: Apply any selection criteria if needed to filter or prioritize quotations.
Compare Quotations: Users can see all received quotations side by side for easy comparison.
Approve Quotations: Individual quotations can be approved or rejected.

Comparative Statement

Field	Action
Select Panel	Choose the evaluation panel whose members will score the quotations.
Select Criteria Set	Apply a criteria set.
Select Purchase Request	Choose the relevant purchase request.
View Criteria and Vendor Values	The system displays all criteria and the values provided by each vendor.
Score Criterion	Panel members score each vendor for every criterion.

Send Work Order

After the final evaluation of quotations, users can send a Work Order directly to the selected vendor.

Field	Action
Select Supplier	Choose the vendor selected after final evaluation.
Order No	Enter order number.
Shipment Type	Specify the shipment method.
Order Date & Entry Date	Enter or confirm the dates for the order.
Center / Branch	Select the relevant center or branch.
Products	Select product.
Quantity	Enter quantity.