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Status Needs more votes
Workspace SRM
Created by Brad Eppingstall
Created on Feb 23, 2024

Purchase Orders - Ability to Attach Quotes

When a PO is requested it would be helpful for the requester of the PO to be able to attached any quotes to the PO request.

How often would this idea be used? Daily
How much time would you save when the idea is implemented? It would save hours of work
How many people at your company would benefit from this idea? A Team or Group of People(5-25)
What problem is your idea trying to solve?

Streamline the process so that the quote is easily available for review when being approved or where the requester of the PO does not require approval the quote is still easily accessible.

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  • Admin
    Mythily Sureshkanan
    Reply
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    Jun 28, 2024

    The idea has been reviewed by the Product Team, and may be considered for the roadmap. In the meantime it will remain in this status so other customers can vote and discuss the idea here. Votes and engagement around the ideas are data points the product team uses when prioritizing the product roadmap

  • Brad Eppingstall
    Reply
    |
    Apr 22, 2024

    This is related to that fact that the PO Requester is required to email a quote to the approver. When the approver is approving a PO they need to search through their emails to find the quote and they approve it. If the quote was above to be attached to the PO and able to be viewed from the PO approval screen it would provide easier access to the quote ans streamline the approval process.


  • Admin
    Mythily Sureshkanan
    Reply
    |
    Apr 22, 2024

    Open questions:
    Is this in related to emailing or in other internal process?