Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Request Quote (RFQ) in the reference.
This is the step-by-step. For what it is and how it fits the bigger picture, read Request Quote (RFQ) in the reference.
What this does
A Quotation Request (RFQ) asks one or more vendors to price what you need. You then record what they quote back and compare.
Open Quotation Request
Go to Menu > Purchase > Quotation Request.
Steps
- Click Create. Set the Vendor Name and the contact, and a Delivery by date.
- Add the Requirements you want priced. You can generate the RFQ from a requisition so the lines carry over.
- Confirm to send it out.
- When a vendor replies, record it under Quotation Received, then turn the best one into a purchase order.
Field guide
- R.F.Q No, Vendor Name, Delivery by.
- Requirements. The lines you want priced.
Related
- Raise a purchase requisition
- Raise a purchase order