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RfQ Approval Process

Review and Approval of RfQ Documents.

When Purchase Manager and Vice President of the Purchase Department need to approve documents, they can proceed as follows:

Menu: Purchase > Order > Request for Quotation

  1. Searching for the RFQ document number.

  2. Filters can be applied to narrow down documents pending approval.

  3. Verify the accuracy of the information on RFQ.

  4. Verify the accuracy of attached documents (if any).

  5. When all data is accurate and complete, Purchase Manager can enter an approval comment in the Purchase Manager Comment field.

  6. click Approve to grant approval.

  7. On the contrary, if there are any incorrect information found or if the RFQ document needs to be returned to the Purchase Staff to edit, the Reject button can be clicked. Odoo will display a Comment Window to enter reasons for disapproval.

  8. The sub-state of the RFQ document will be reverted one-step and the rejected reasons will be stored in the WAMs Comment field.

End.