TABLE OF CONTENTS


This article will guide you through the process of converting a Quote Comparison (QC) into a Purchase Order (PO) or a Rate Contract (RC).


Steps to Convert the Quote Comparision to PO

  1. Under the Quote comparison view section click Convert to PO.
    ✔️The PO convert page opens.
  2. Fill in the General details.
  3. Fill in the Item details.
  4. Click the Submit button.
    ✔️The Approvers selection pops up
  5. Type and select the approvers.
  6. Click the Submit button.


The purchase order has been submitted to the approvers. Once they approve the PO can be released to the suppliers.


Steps to Convert the Quote Comparision to RC

  1. Under the Quote comparison view section click Convert to RC.
    ✔️ The PO convert page opens.
  2. Fill in the General details.
  3. Fill in the Item details.
  4. Click the Submit button.
    ✔️The Approvers selection pops up
  5. Type and select the approvers.
  6. Click the Submit button.
    ✔️ The New Rate Contract page opens.
  7. Fill in the details.
  8. Click Submit.
    ✔️The Approvers selection page opens.
  9. Type and select the approver.
  10. Click the Submit button.


Your rate contract is sent for approval. Once approved, it is released if PO auto-release is enabled. If not, you have to release the PO manually.


Please feel free to reach out to support@aerchain.io should you have any questions or feedback.