Setting Up Templates for RFQ Vendors

  1. Open the RFQ Template Vendors form.
  2. In these fields, select the default values to use for the new template:
    • Item
    • Product Code
    • Vendor
    • Distribution Method
    • (Contact) Email
    • (Contact) Fax Number
    • (Contact) Phone
    • Contact
  3. Save the record.
  4. After saving, this information is populated based on the vendor:
    • Name
    • City
    • Prov/St
    • Postal Zip