Developer

English

Portuguese

English

Portuguese

Appearance

Quotation ​

Once the request is created, the next step is to create the quotation.

To obtain the best prices, the buyer can consolidate items from various requests into a single quotation.

This situation occurs, for example, when the buyer views pending purchase items from different company branches. Although these items might be the same, the deliveries could be to different cities/regions.

A quotation can be created without being linked to a request. This is common in integrations and is known as a Free Quotation.

The items from this request (or requests) are selected, and the buyer generates a quotation through the endpoint:

Quotation Details ​

Items ​

The buyer can add as many items as needed in a single quotation using the items node of the creation endpoint:

Figure 1. Screen showing the item list fields

Suppliers ​

We recommend that the buyer provide at least three suppliers to respond to the quotation in the supplier list of the Quotation API by adding the registered supplierIds:

Figure 2.

📘 Note

When specifying suppliers to respond to your quotation, if you need to register a new supplier, use the endpoint:

Response Deadline ​

The buyer also sets a response deadline in days for the supplier to respond to a quotation using the expiryDate field:

Figure 3. expiryDate field of the quotation creation endpoint

Suppliers can respond to quotations through the ME Web portal.

Updating the Quotation ​

The buyer can update some fields of the quotation, such as:

  • Update the quotation response deadline;
  • Add suppliers;
  • Include or exclude items.

To do this, use the update endpoint:

PUT Update a quotation based on the quotationId.

Shortlist Quotation (available only on the ME portal) ​

A shortlist can be understood here as a reduced list with suppliers who provided the best proposals regarding price and/or delivery time, and it is available through the portal.

Example: The buyer created a quotation in the morning that ends at 5 PM on the same day.

Scenario: Suppose three suppliers responded, and you have all their values. You can create a new shortlist quotation with the two suppliers who offered the best price or delivery time. Then, in the next round of negotiation, only the two suppliers from the shortlist will continue.

A shortlist can also be made to negotiate further discounts and allow the buyer to reach the ideal value. This analysis is done within the price comparison map on the ME portal, which shows the best price and negotiation.

Next Step After Quotation ​

After creating the Quotation, the next step is to create a Pre-Order.