Creating a RFQ Manually
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Open the RFQs form.
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Click New or select .
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Specify this information:
- Due Date
- Select the date that the RFQ is due.
- Buyer
- Select the user who is doing the purchasing for the RFQ. The current user's username is the default.
- Description
- Specify a summary explanation of the RFQ.
- Click Save. The new RFQ number is displayed.
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Click Items to open the RFQ Items form and add a new line item to the RFQ.
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Click Vendors to open the RFQ Vendors form and add the vendors that you want to receive the RFQ.
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Click Save.