Request quotes from vendors

Last updated: August 28, 2026

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.

What this does

A Quotation Request (RFQ) asks a vendor to price what you need. You then record what they quote back and compare before committing to buy.

Open Quotation Request

Go to Menu > Purchase > Quotation Request and click Create.

The Create Quotation Request form, with Vendor, Requisition No link and a line-item table
A new Quotation Request, linkable back to a Requisition and out to a Purchase Order

Steps

  1. Set the Vendor and a Delivery by date. Link a Requisition No if this RFQ is following up on one, and add an Attn contact if you have one at the vendor.
  2. Add the items you want priced to the Order Line Item table. If you generated the RFQ from a requisition, the lines already carry over.
  3. Confirm (or Submit for Review, depending on whether your organisation requires approval) to send it out.
  4. When the vendor replies, record it under Quotation Received, a separate screen reached from this RFQ, then turn the one you want into a purchase order.

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