Suppliers
How to import a supplier quote
Add the items from a supplier quote PDF to your job individually or as a Bundle.
Import a supplier quote PDF in the Online Dashboard to add its items to your Job card.
Before you start
- Activate the Supplier Invoice Import add-on.
Upload a supplier quote
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Open the Job card from the Dispatch Board. Click the paperclip in the Diary and select the supplier quote PDF to upload.
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Once processing finishes, the PDF appears as a Supplier Quote Diary entry with its quote number and amount. Click the entry to open the original PDF and review its details.
You can also send or forward supplier quote PDFs to the same Supplier Invoice Import email address you use for supplier invoices. Ask your supplier to use the ServiceM8 job number as the PO/reference on the quote so ServiceM8 can match it to the job.
Choose one of the following ways to add the quote’s items to your job.
Add the items individually
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Open the dropdown on the Supplier Quote entry and click Apply Line Items to Job.
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In Billing, review the separate item rows and correct any descriptions, quantities or prices as needed. Changes save automatically; check that Saved appears before closing the Job card.
Add the items as a Bundle
Activate the Bundles add-on to use this option.
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Open the dropdown on the Supplier Quote entry and click Apply Bundle to Job.
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In Billing, the quote’s items appear as one Bundle. Click the Bundle to review or edit its contents for this job. Changes save automatically; check that Saved appears before closing the Job card.
