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.
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