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Link Repeat Supplier Quotes
Link repeat supplier quotes to their original purchase requests
Use this Agent instantly or customize it - no programming needed
- Supplier quoteSupplier quote
Your new repeat quote gives the Agent its request number, supplier, description, and current link.
- Purchase requestsPurchase requests
Your purchase requests give the Agent candidates to compare with the new quote.
Your purchasing workspace holds the quotes and purchase requests this Agent matches and links.
- Quote review flagQuote review flag
Your coordinator sees a flag when the quote has no clear original request.
- Quote review flagQuote review flag
Your coordinator sees a flag when the quote has no clear original request.
- Related supplier quote
This Agent waits for a repeat supplier quote without a linked request. It checks the quote against existing requests. With one clear match, it links the quote to the original request.
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AirtableUsed as:
- Purchasing workspace
Airtable holds the quotes and purchase requests this Agent matches and links.
monday.comUsed as:
- Purchasing workspace
monday.com holds the quotes and purchase requests this Agent matches and links.
KintoneUsed as:
- Purchasing workspace
Kintone holds the quotes and purchase requests this Agent matches and links.
Made for your industry
Link Repeat Supplier Quotes is made for businesses in these industries.
- Retail
Keep repeat merchandise quotes with the original purchase request.
Show all Agents for the Retail industry - Construction
Attach repeat materials quotes to the original purchase request.
Show all Agents for the Construction industry - Wholesale Distribution
Link repeat stock quotes to the existing purchase request.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Keep repeat component quotes with the purchase request they belong to.
Show all Agents for the Manufacturing industry - Healthcare
Keep repeat equipment quotes under the original purchase request.
Show all Agents for the Healthcare industry - Government
Link repeat vendor quotes to the same purchase request.
Show all Agents for the Government industry - Property Management
Link repeat maintenance quotes to the original purchase request.
Show all Agents for the Property Management industry
Made for your role
Link Repeat Supplier Quotes is made for people in these roles.
- Procurement Specialist
Match each repeat supplier quote to its original purchase request.
Show all Agents for the Procurement Specialist role - Procurement Manager
Keep repeat quotes from starting a second purchasing approval.
Show all Agents for the Procurement Manager role - Buyer
Attach repeat quotes to the purchase request you are reviewing.
Show all Agents for the Buyer role - Sourcing Coordinator
Keep additional supplier quotes with the request under review.
Show all Agents for the Sourcing Coordinator role
Made for your department
Link Repeat Supplier Quotes is made for people in these departments.
- Procurement
Link repeat supplier quotes to the original purchase request.
Show all Agents for the Procurement department
How Link Repeat Supplier Quotes works
4 steps, in order, on every run.
-
Read the new quoteRead its request number and supplier. Check whether it already has a related purchase request.
-
Find a matching requestFind requests with the same request number. Compare their supplier and description with the quote.
-
Confirm one original requestConfirm a single request using the supplier and purchase description. Leave missing or unclear matches for your coordinator.
-
Link the quote to the requestSet the quote's related request field to the confirmed match. Stop if the correct link already exists.
How to Get Started
Connect the tools you already use, such as Airtable, monday.com or Kintone.
3 tools
- Create supplier quote and purchase request tables with a relationship field on each quote that points to its request.
- Agree on the request number, supplier name, and purchase description used to confirm a match, and name the coordinator for exceptions.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Link Repeat Supplier Quotes:
You create quote and purchase request tables. Add a field on each quote that links to its request. You choose the details used to confirm a match.
Your coordinator reviews quotes without a clear match. You choose who handles those cases during setup.
Your repeat quote stays with the original request after a clear match. This Agent does not start another approval.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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