Assign and Review Supplier Quotation Work

Use approved supplier connections to request quotation input and keep the organization in control of review.

Before you begin

Confirm that the organization has an active approved supplier connection and that you can access Quotation. Review the product SKU, variations, required commercial fields, and any material the organization intends to share. Remove unrelated internal or sensitive information before assignment.

How it works

Organization users can assign supported quotation work to a connected supplier. The quotation status records progress, while comments and attachments keep discussion attached to the work. When a submission is returned, the organization reviews the values and decides whether to approve, reject, or request clarification.

Step-by-step

Open the quotation record in the correct organization.
Confirm the product identity, variations, and information already present.
Select an active connected supplier through the supported assignment control.
Review the scope and any documents or context that will be available for the request.
Send or confirm the quotation assignment.
Monitor the quotation status rather than creating a second request for the same product.
When a submission arrives, compare cost, MOQ, tiers, variation details, comments, and attachments with the requested scope.
Add an organization comment when information is missing or ambiguous.
Approve only when the submission is complete and acceptable, or reject it with a useful reason.
Review status history to confirm the actor, time, and outcome of the decision.

Check your result

The quotation shows the intended connected supplier, a clear current status, and an auditable sequence of assignment, submission, comments, and organization decision. Approved commercial values belong to the correct SKU and variation.

Common problems

The supplier cannot be selected: verify that the connection is active and that you have the required organization-side access.

The submission is incomplete: comment on the exact missing field or variation and keep the record pending rather than filling unsupported values yourself.

Several submissions appear similar: compare SKU, variation, supplier, timestamps, and history before deciding.

A shared attachment contains too much: stop the assignment and replace it with a deliberately scoped organization resource.

Permissions and data notes

Connection approval, sharing, assignment, and final review can require administrative or broader Quotation permissions. Supplier input is external evidence; the CapitalOS organization remains responsible for validating and approving it. This guide does not grant access to supplier account controls.