RFQs & Purchase Orders

A request for quotation asks a vendor what something costs. A purchase order commits to buying it. Like their sales-side counterparts, neither books anything — nothing reaches your ledger until the order becomes a vendor invoice.

Open Orders & Quotations → Postings → Request For Quotation or Purchase Order (they require the Request For Quotation and Purchase Order permissions). The screen is the same one used for quotations and sales orders, addressed to a vendor instead of a customer: build on the left, watch the document render on the right.

The chain#

Request for Quotation → Purchase Order → Vendor Invoice.

• Convert to Order turns a saved request into a purchase order, numbered from your purchase-order sequence, with the request closed behind it.
• Create Invoice opens the vendor invoice screen prefilled from the document — available on a request for quotation as well, when there is no purchase order worth raising. Nothing is booked until you post it there; posting closes the source document and records the invoice it became.

You can also convert from the reports: tick the rows and use the buttons above the list — Convert to Order takes any number of requests at once, Create Invoice exactly one document. Only actions you have rights for appear.

What differs from the sales side#

• Emailing is not offered. Vendor-side documents print and download, but neoo does not send them. Purchase orders usually go out through the vendor’s own portal or your buyer’s mailbox.
• The document is addressed to the vendor and shows the vendor number rather than a customer number.

Everything else — items and their detail fields, discounts, tax-included pricing, notes, drag-to-reorder, the live preview — behaves exactly as on the sales side.

Layout#

The sliders icon in the preview toolbar opens the layout editor scoped to the document you are on: the request-for-quotation template, or the purchase-order template. The frame is shared with every document your company prints, so a vendor order carries the same letterhead as an invoice. See Invoice Layout & Wording.

Finding them again#

Orders & Quotations → Reports → RFQ Reports and Purchase Order Reports open on your still-open documents without pressing Search, with the same search box, Filters panel, Columns picker, row selection and Open / Closed checkboxes as the sales-side reports.