Request for Quotation is a standard business process to invite suppliers to cost specific products or services. RFQ will request the price of items and lead time.
RFQs can be generated from various points in the system:
- When creating a quote
- When creating a works order
- Via the RFQ module
- Via Purchase Order Assistant
Navigation of the RFQ window
RFQ Reference – RFQ number
Prepared – date RFQ prepared
Respond by – date for suppliers to respond by or the RFQ expires
Status – Unfinished, Issued, Complete and Cancelled
Actions button displays further menu options
Suppliers – suppliers can be added to this box
Info panel – information relating to the highlighted line
Requirements – list of all work orders and quotes related to the highlighted line
Right click on Suppliers Business Card
Each supplier added to the RFQ will be displayed in a business card format. The business card can be customised with the supplier logo, contact and address changes can be made. Right click on the supplier business card.
Change Contact – change the contact against the supplier, contact must exist against the supplier record
Change Address – change the address against the supplier, address must exist against the supplier record
Set Company Logo – supplier company logo can be set against the supplier business card, once set it remains the default logo for that supplier.
Browse for logo, copy logo and paste, clear will remove logo completely.
Suppliers Business Card
When adding a supplier to the RFQ a business card is displayed, default logos can be set also if the contact and address details are incorrect they can be changed.
The vendor rating is displayed as set within the supplier record.
Supplier logo can be set, right click to add.
Browse for logo, copy logo and paste, clear will remove logo completely.
Zoom button will navigate to the supplier record
this button replicates the right click options