Request vendor pricing

Use this for material prices. Labour, equipment and subcontract assemblies are priced on the budget or on the leveling board.

#Send the request

1. On the budget, open Budget actions > Request pricing. You need at least one Material assembly.
2. Tick the components you want priced. Click Continue to email.
3. Add vendors. Pick existing ones or create a new one with a contact.
4. Check the email and its price table (item, part number, quantity, unit, your unit price, lead time).
5. Preview each email and send.

Tidy files a Requested quote for each item and vendor.

#Record the answers

Vendors reply to your email, not into Tidy, so enter each answer:

1. On the component's quote, click Enter price.
2. Type the unit price, Lead time (days) and Valid until. The quote becomes Quoted.
3. Click Apply. The price goes on the component, the budget reprices, and the price is saved to the vendor's price book.

Got a price by phone? Use Add quote manually.

#Let the agent read the quote

Attach the vendor's quote PDF in chat and say "Enter these prices on the budget." The agent matches items to your components and shows you every price to approve before it writes.

#Related

• Vendors
• Build a budget