Request for Quotes

Access via “Costing / Request for Quote”

Below is the RFQ screen:

Step 1    Click on

Step 2:    This determines the numbering and the font which will be used on the RFQ

Step 1    Select to create a new RFQ

Step 2:    Complete the following screen

                                                                                               

Field Name	Description
Issued on	Defaults o today’s date - but you can change it
Supplier	1 Select to add supplier 2 Select supplier from drop down list and TAB to the Contact field 3 Defaults to the first person listed as a supplier contact - but drop down lists allows for others to be selected or a new contact can be created 4 tab to the next line and select another supplier 5 When you have completed selecting your list of suppliers, click in the text field
Job	Select job from drop down list and TAB
AC	Key in 1 if this is an Author’s Correction item
Save	Click if you wish to save

The completed RFQ information is as follows:

Step 1:    click on print icon

Step2: Select the RFQ you wish to print

Step 3: Tick the supplier box and select suppliers whom you wish to send the RQF

Step 4:    Select to preview or print

  The output is as below:

  When the suppliers provide their prices etc, update the RFQ with their prices:

Step 1:    Click on RFQ and click supplier and click on amounts icon

Step2:    Enter price and other info received from supplier

Step 1:    Decline the RFQ you do not require.

  Click on RFQ and click on supplier you wish to decline and select decline icon{{ jobbag_help:request_for_a_quote:request_for_a_quote_pict19.png?43 }}

Step 2    Click on “yes”

  The declined RFQs are marked with a red cross

Step 1Click on RFQ and click on supplier and click on raise icon

Step 2:    Click on yes to accept the RFQ and raise a PO

Step 3:    Click on yes to mark the RFQ as accepted.

Step 4    Edit the Purchase Order and click on “save” to complete.

  The accepted RFQ is marked with a green tick

Step 1    Click and high light RFQ and click on cancel icon and click on “yes”