Adding a Request for Quote

  1. On the RFQs form, select Actions > New.
  2. Specify this information:
    RFQ
    After saving, the system generates a number for the RFQ.
    Status
    Open is displayed as the status for new RFQs.
    Due Date
    Select the date the RFQ is due.
    Buyer
    The user name of the user currently logged in is displayed. Optionally, select a different user who is doing the purchasing for the RFQ.
    Description
    Specify a summary explanation of the request for quote.
  3. Save the record.
  4. Optionally, click Select Vendor to open the RFQ Vendor Selection form, where you can select the vendor with the winning bid.
  5. Optionally, click Interactions to open the Interactions form.
  6. The Items tab lists the items that need to be quoted. Use the buttons on the tab as described here:
    • Click Items to open the RFQ Items form.
    • Click Generate Vendors to open the modal RFQ Line Generation Method form.
    • Click Vendors to open the RFQ Vendors form.
    • Click Send All Quotes to send the list of requests for quote to the vendors.
    • Click Send Quote to send the request for quote to the vendor.
  7. The Vendor tab shows vendors that have been sent the RFQ and their responses. Use the buttons on the tab as described here:
    • Click Vendor Responses to open the RFQ Vendors form.
    • Click RFQ Quotes by Vendor to open the RFQ Quotes By Vendor form.
    • Click Send Quote to send the request for quote to the vendor.
Related topics