Then the item will be added to the RFQ cart, and a confirmation message will appear saying “RFQ cart successfully updated“
Click on the My RFQs, the one next to the cart icon on the top right of the page.
My RFQs page contains the following sections:
- RFQ Drafts: where all drafted and not-submitted RFQs orders are listed.
- RFQs Submitted: It has all submitted RFQs.
- Offers Received: Has all Received offers from the suppliers.
- All RFQs: All RFQs (offered, Submitted, and Drafted
All the new and not-submitted RFQs will be listed here. As is shown in the picture below the name of a supplier who provided the product in the request will be shown at the top of the page.
Two actions could be performed on this request which is Delete or Send RFQ. If the buyer chose the latter, they can process to fill in the following fields:
Select the delivery location from the saved locations in the drop-down menu. If the buyer wants to add a new location they need to go to the Locations page, and create a new one there then come back to this page again.
Request Title (Optional)
The title of the RFQ order could be the name of the project, department’s name, Internal PR number, or anything that can identify the request for you.
Get a quote within
In this field, select the maximum date to receive the offer. This means if the customer for example submits the offer on 27, February and selected 6th, March from the drop-down calendar, They stated that they want to receive the Quote during this period of time, after the 6th of March the request will expire and the supplier can’t send any Quote. By default, this date is within a week from the request.
Set the Quantity
The buyer can decide the quantity of the products they want to request by clicking on + and - under QTY. The default number is decided by the supplier.
The user can add any remarks they want for the vendor by writing them under Add Remarks section.
Upload Attachment (Optional)
Buyers can upload any attachment by clicking on the UPLOAD button.
After making sure everything is correct, click on the SEND RFQ button at the bottom of the page.
A confirmation page will appear, it will show the summary of the request for the buyer to review their order. Click on the Confirm button if all the information is correct.
A confirmation message will appear saying “RFQ successfully sent! Awaiting for supplier confirmation). After submitting the RFQ order, click on the RFQs Submitted tap.
Delete RFQ Drafts
If the buyer decided to delete the drafted RFQ and doesn’t wish to submit it. All they need to do is to click on the trash icon at the right side of the page or click on the Delete button at the bottom of the page. There are two icons. Any option of those will delete the drafted request. A message will appear saying “All Items successfully removed from RFQ Cart”.
All the submitted RFQs will be listed here. As is shown in the picture below, all the important information about the RFQs will be displayed as well. Information such as Date & Time, RFQ No., Supplier’s name, Request Title, Delivery Location, and the Status. If there are many RFQs the buyer can filter by the Date to find the order they are looking for.
To access the submitted RFQ and check its details click on RFQ No.