Requesting for quotation

Some customers may be permitted to submit an order to the merchant as a request for quotation (RFQ). Usually, this is a large order for which the customer hopes to get an additional discount beyond those already provided. The merchant must then review the RFQ order and can then choose to return an offer, with updated prices and/or a comment, or reject it.

To process RFQs:

  1. Log on to the Business Center as an RFQ handler.
  2. Click the Users > RFQ Handling link in the navigator.

    This takes you to the My Order > Quotation area of the Customer Center. Here, you can still be logged in as a merchant administrator user, which enables you to view and edit all incoming RFQs.

  3. Use the search form and click Search to find the RFQ you wish to process.
  4. Click the link in the Date column.

    This loads the complete details of the order.

    Study the RFQ and decide what (if any) extra discount you would like to offer for it. Construct your offer by filling out the following fields:

    Field Description
    Quote Comment A message to the buyer to explain your offer.
    RFQ Expiry Date The last day on which the buyer may submit your offer as an order.
    Sales Price If you wish to alter the base price for any of the item in the order, edit the appropriate field(s) in this column.
    Qty If you wish to change the number of each item that the customer may (or must) order to qualify for your offer, edit the appropriate field(s) in this column.
    Discount If you wish to alter the discount computed for any of the item in the order, edit the appropriate field(s) in this column.
  5. To see the new total price after making changes to the order lines, click Recalculate.
  6. Once you have formulated your offer, click Submit Quotations.

    The buyer is alerted by e-mail to log in to the Customer Center and check out the new offer. After you have submitted an offer, the RFQ can still be listed in the Quotations list, but you cannot edit it or submit it again.