Creating Tenders

The first step is to create the tender.

There are three ways in which you can create a tender:

• Quote Page > Create Tender. The line items are automatically pulled from the quote into the tender when you create the tender.
• Jobs Page > Purchase Order Tab > Create Tender. The line items are automatically pulled from the job into the tender when you create the tender.
• Menu > Purchasing > Tenders. After creating the tender, you must import the line items from an existing purchase in a job or quote where the System Status is set to Progress.

Note: You cannot add new line items directly on the Tender page. You must import line items.