Year in review
The year in review on a single panel: the few numbers that tell the story of the company's fiscal year — customers on the books and recurring revenue (MRR/ARR), net revenue and the year's result from the managerial DRE, the digital employees' accumulated scoreboard (executions, actions, R$ recovere…
The screen
The real screen, in the theme you picked above.
What you find on this screen
A portrait of the screen, read from the screen itself — it changes when the screen changes.
Form fields
NºNúmero sequencial por empresa da cotação.
TítuloO que está sendo cotado.
SituaçãoAberta, em análise, encerrada ou cancelada.
AberturaQuando a cotação foi aberta aos fornecedores.
ValidadeAté quando os preços cotados valem.
ObservaçãoCondições e critérios usados na comparação.
Start here
Quando abrir uma cotação
When the purchase is worth the work of comparing: a significant amount, a new supplier or an item you always buy and never renegotiated. For routine purchases from an already agreed supplier, go straight to the purchase order — quote requests exist for competition, not for red tape.
What this screen is
Ask N suppliers for prices and compare on the map (rows = items, columns = suppliers, cell = price). Choose the winner for each item (lowest price in one click) and generate the purchase orders.
A ficha da cotação: itens de um lado, fornecedores do outro
The Data tab holds the title, validity and notes. Below, add the items you want to buy and the suppliers who will quote. The Comparison map tab builds the grid: rows are items, columns are suppliers, each cell is the quoted price. That's where you decide who gets each item.
How to
The list and what each column says
Number and title identify the quote request; the opening date marks since when suppliers are being consulted; the status says where the competition stands. Click the number or title to open the quote request and see items and bids.
Dentro da cotação
It's in the quote request form that you add the items, record each supplier's bid and choose the winner. The list here is just the entry point.
Map prices from the pencil
In the quote comparison map, click the item's pencil to enter each supplier's price and pick the winner. "Suggest lowest" still picks the lowest price; save the quote to record it.
Building the grid and sending the link to the supplier
Items and suppliers go in the Comparison grid tab, under "Build the grid": pick in the dropdown and use Add item or Add supplier. With the supplier in the quote, "Supplier invitation" appears: generate the link and send it through any channel — it lasts 30 days, is single-use and needs no saving first. The supplier opens it without logging in and enters price per item, delivery time and payment terms; prices land in their column and the delivery time and terms show in the column header. Only a supplier with a price becomes a column.
Rules
The complete purchase path
Requisition (someone needs it) → quote request (suppliers compete) → purchase order (the winner gets it) → invoice receipt (the goods arrive). The quote request is the middle step; it can come from an approved requisition or be opened directly here via New quote request.
A visão salva guarda busca, filtros, colunas e ordenação
When you save a view with the Views button, it stores four things: the search text, the applied filters, which columns appear (and in what order) and which column the list is sorted by. Applying the view restores everything at once — including resetting the sort and the page you were on, so the result is exactly what the view describes. Views saved before this version remain valid: whatever they didn't store simply doesn't change when applied.
O erro de preenchimento aparece no campo, ao sair dele
Nas fichas, sair de um campo já dispara a conferência do que dá para conferir na hora: campo obrigatório deixado em branco e e-mail mal formado. O aviso aparece embaixo do campo e desaparece quando você começa a corrigir. Campo numérico não precisa de aviso: ele simplesmente não aceita letra enquanto você digita. Isso é conforto, não a validação final: ao salvar, o sistema confere tudo de novo do lado do servidor.
Esta tela agora é do padrão: colunas, visões e exportação
The list reads the screen's dictionary, so you choose the columns, filter by any of them, save views and export the whole set (not just the page). The form shows the dictionary fields in the Data tab; what is specific to this document — items, checking, picking, quote map — is in the following tabs.
Suggest lowest marks the winner per item; Generate orders closes the purchase
"Suggest lowest" picks, on each row of the map, the supplier with the lowest price — you can change it before closing (lead time and quality also matter). "Generate orders" creates one purchase order per winning supplier, with the items and prices from the map, and closes the quote request. A closed quote request no longer changes: what changes afterwards is the order.
Frequently asked questions
Cotação parada há semanas — e agora?
An open quote request with no response doesn't alert anyone on its own. Look at the opening date: if it's past the deadline you'd give a supplier to respond, chase them or close it and buy from whoever responded. A quote request left open forever becomes a stuck purchase.
Which question this screen answers
"Who offered the best price for each item I'm buying?" The quote map crosses rows (items) with columns (suppliers) and each cell is a price — the lowest in each row can be marked as the winner in one click. Once the choice is made, the screen generates the purchase orders per winning supplier, without re-keying items or amounts. If the question is progress, the Status and Validity columns tell what is still waiting for a supplier's answer and what has already blown the deadline.
Como descobrir quem mudou um campo desta ficha?
Open the record and look at the Timeline on the right: it shows each change as "from one value to another", with the person and the date. When there are many changes, use the two filters at the top of the timeline — one by field, the other by person. The search runs in the database, so old changes show up just the same. You can also ask Tenkai: "who changed contract 482?".
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