# Quotation Wise Purchase
Tracks purchases fulfilled against purchase quotations. Shows quotation reference, supplier, financial breakdown, and bill totals for quote-to-purchase conversion analysis.
Overview
Go to Purchase → Reports → Quotation Wise Purchase.
Report title in ERP: Quotation Wise Purchase
What it shows. Each purchase linked to a quotation with quotation number, due date, in-charge employee, supplier, tax registration, and amount breakdown through bill total.
When to use it. Use to verify quote conversion, compare quoted versus invoiced values, and audit procurement accountability.
Screenshot pending — Quotation Wise Purchase report view.
Use Cases
- Procurement manager — Which approved quotations were converted to purchase invoices this month? Run after PO and invoice posting cycles.
- Buyer — Did the invoiced amount match the quoted amount for a supplier? Run when reconciling quote variances.
- Finance audit — Can every purchase be traced back to an approved quotation? Run during procurement compliance reviews.
- Operations lead — Which in-charge employees have the highest quotation-to-purchase volume? Run with employee filter for performance review.
Filters
Date, Employee. Advanced Filter: Quotation No., Supplier, Supplier Group, Branch, Center.
Columns
| **Column** | **Description** |
|------------|-----------------|
| # | Row serial number. |
| Date | Purchase invoice or transaction date. |
| Quotation No. | Linked purchase quotation number. |
| Due Date | Quotation or delivery due date. |
| InCharge | Employee in charge of the purchase. |
| Supplier | Supplier on the purchase. |
| Tax Reg.No | Supplier tax registration number. |
| Amount | Purchase amount before discount and tax. |
| Discount | Discount applied on the purchase. |
| Taxable Amount | Amount subject to tax after discount. |
| Tax Amount | Tax on the taxable amount. |
| Sub Total | Subtotal before final rounding. |
| Bill Total | Final purchase bill total. |
Actions
- Generate — run the report for the selected filters
- Export — export to Excel
- Print — print the report
- Advanced Filter — open additional filter fields
- clear — reset active advanced filters
FAQ
Why is a purchase missing from this report?
Only purchases linked to a quotation appear. Direct purchase invoices without a quotation reference are excluded.
Can I filter by quotation number?
Yes. Set Quotation No. in Advanced Filter.
How do I see open quotations not yet purchased?
Use Item Wise Quotes with Status set to Approved and compare to this report.
Can I open the purchase invoice from here?
Generate the report and use the invoice reference on linked purchase documents from Purchase → Purchase Invoices using the quotation number.
Which purchase statuses are included?
Approved and Closed purchase invoices linked to a quotation.
Why is my report empty?
No purchases were recorded against quotations in the period, or the quotation filter excludes all rows.
Do direct invoices without a quotation appear?
No. Only purchase invoices that reference a quotation are included.