To add a recipient, open Master Data → Vendors/Subs. Choose the project for the new vendor or subcontractor before saving. If needed, create that project under Master Data → Projects first. The saved recipient will then be available for your company’s quotation requests.
- Select materials or subcontract resources and recipients in Price requests & quotes.
- Save request, then download PDF/XLSX and selected attachments for sending.
- Record quotation: choose a supplier and enter unit prices before tax. Blank means unquoted. Dates, reference, freight, exclusions and files are optional.
- Compare, select, preview the bid impact and confirm application. Use the existing Review and lock when final.
In Bid resources, Override supplier lets you choose or type a name using the existing Save changes flow. Request/quote saving does not change prices. This version does not send email or create purchase orders. A subcontract price does not remove overlapping labour/materials; check that scope separately.