Creating a RFQ Manually

  1. Open the RFQs form.
  2. Click New or select Actions > New.
  3. 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.
  4. Click Save. The new RFQ number is displayed.
  5. Click Items to open the RFQ Items form and add a new line item to the RFQ.
  6. Click Vendors to open the RFQ Vendors form and add the vendors that you want to receive the RFQ.
  7. Click Save.
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