> For the complete documentation index, see [llms.txt](https://help.rbsgo.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rbsgo.com/purchase/purchase-module/purchase-transactions/quote-request.md).

# Quote Request

A **Quote Request** is a request sent to a vendor or supplier asking for pricing details, terms, and availability of specific items or services. It helps organizations compare vendor quotations before creating a Purchase Order.

## Steps to Create a Quote Request

Step 1: Go to the **Purchase** main menu.

1. Click **Transaction**.
2. Select **Quote Request**.

* The Quote Request screen will appear.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-d63cf5e47b17bc226305a3623ae076fd7f935672%2FScreenshot%20from%202026-05-27%2016-05-51.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 2: Click the **PR** button.![](https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-758a1672772267e6cea4b5bbaacc647cf05db094%2FScreenshot%20from%202026-05-27%2012-18-14.png?alt=media)

1. The list of available Purchase Requisitions will appear.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-a2027c6824b7be9d8f87242fa658fbebca53ba87%2Fimage%20(1366).png?alt=media" alt=""><figcaption></figcaption></figure>

1. Choose the required items or Purchase Requisition from the displayed list.

* The selected items will be loaded into the Quote Request screen.

<figure><img src="https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-11d043e98cfa2e6c9fca95114a3921b22e385eff%2FScreenshot%20from%202026-05-27%2016-21-22.png?alt=media" alt=""><figcaption></figcaption></figure>

Step 3: After verifying the details, click the **Save** button.![](https://4060887901-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2ktZUs9CJyincVDXEmrM%2Fuploads%2Fgit-blob-81918fe766c4718f774a653a48a1a755a737a618%2FScreenshot%20from%202026-05-27%2015-49-36.png?alt=media)

* The Quote Request will be created successfully and can be sent to vendors for quotation.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.rbsgo.com/purchase/purchase-module/purchase-transactions/quote-request.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
