I am having a disconnect in the process of getting a quote, and getting it approved, then purchased, then added to the purchase list.
Currently our process is like this :
I identify a need to purchase something - I get quotes via the quoting system, I then create a help desk ticket and assign it to my boss and attach a PDF of the quote to the ticket.
I then create a purchase in the purchase list from the ticket so they are associated. When he approves the purchase he selects the Approved button from the purchase list.
I then purchase the item, and select Purchased, then received when I receive it.
I attach the Quote, and the Receipt to the Purchase.
I like to use the quoting system in Spiceworks, but the disconnect is when I get quotes from vendors, the only option to get them into the purchase list is to hit Place Order.
I had a quote, that I got recently, and I also put in a ticket for it, made a PDF of the Spiceworks Quote attached it… got my approval, but now in the Quote I wanted to place the order, doing that made a separate Purchase list Item for the same thing, without all of my information filled out or my files attached, or the ticket info, or approval history.
Instead the new Purchase List Item said approved, (without any authority of who approved it).
Is there a way to merge that with my other purchase list item, so I can keep the link to the quote from the quoting system?
Alex
