Accepting & Declining Supplier Initiated Quotes

  • Updated

Suppliers may initiate quotes directly within Unimarket, in response to requests sent outside the system (e.g., for specialized products, discounted bulk orders, services, or one-off inquiries).

Users with the Community Administrator or Community Supplier Administrator role can review, accept, or decline these supplier-initiated quotes.

 

Reviewing Supplier-Initiated Quotes

  1. Access Tasks: Select the Tasks icon in the upper right corner > select the Tasks tab > click Quotes.

 

  1. Quotes Screen: The Quotes screen will populate, showing a listing of quotes with the following details:

    • Name (name of quote)

    • Supplier

    • Buyer

    • Created and Expiry Dates

    • State (New, Accepted, Ordered, Expired)

    • Order (order number if it was converted into an order).

 

  1. View Details: Locate the desired quote using the Quote Name, Supplier, and/or Period field. Once located, select the quote name to view the details.

 

Accepting Supplier-Initiated Quotes

To accept a quote and convert it into an order:

  1. Follow the instructions under the Review Supplier Initiated Quotes header to locate and view the quote.

  2. Select Add to Cart to proceed to checkout, following the normal checkout process.

Auto-Accept Note: If your community has Auto-Accept Quote enabled, the quote will automatically be accepted and appear in your cart.

 

Declining Supplier-Initiated Quotes

To decline a quote:

  1. Follow the instructions under the Review Supplier Initiated Quotes header to locate and view the quote.

  2. Select More Actions > click Decline.

  3. In the text box, insert the desired reason for declining the quote > select OK.

Auto-Accept Note: If your community has Auto Accept Quotes enabled, you must also manually remove the items from your cart after declining, as you will no longer be able to proceed to checkout with those items.