The Vendor Commercial Proposals Module in MokoCRM allows you to create and manage requests for quotations (RFQs) from suppliers. It is used to solicit pricing and terms before placing a purchase order, helping ensure cost control and vendor comparison during procurement.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → Vendor Commercial Proposals - Click Activate
- Set default numbering, templates, and statuses under module configuration
📑 Creating a Vendor Proposal
- Go to Vendor Proposals → New Proposal
- Select a Vendor (third party marked as a supplier)
- Enter:
- Proposal title and Reference
- Date and Expected response deadline
- Terms or special instructions
- Add product or service lines:
- Label, Quantity, Unit Price (optional), Tax
- Save and generate a PDF or send via email
📨 Managing Responses
- Update status as proposals are received: Draft, Sent, Answered, Closed, Refused
- Use internal notes to log vendor replies or phone negotiations
- Attach documents such as vendor quote PDFs or email confirmations
🔁 Converting to Purchase Orders
- Accepted vendor proposals can be converted directly into Purchase Orders
- All line items and details carry over automatically
- Linked documents remain accessible from the proposal record
🔗 Integration With Other Modules
- Purchase Orders: Proposals serve as a pre-order negotiation stage
- Vendors: All proposals are tied to supplier profiles
- Products & Services: Enables pricing comparison and standardization
📊 Tracking and Reporting
- Filter vendor proposals by status, vendor, or date
- Compare proposals to select the most competitive offer
- Export data for procurement analysis or documentation
📌 Best Practices
- Use vendor proposals before initiating large or custom purchase orders
- Include clear terms and quantity expectations in each request
- Maintain a history of vendor quotes for auditing and negotiation
- Link accepted proposals directly to purchase orders to reduce errors
- Review outstanding proposals weekly to keep procurement moving