Requests For Quotes and Compare

Purchase requests can be sent to vendors through this section in an organized manner. Here is a video for your reference:

•   In the Purchase Request List, click on Add RFQ icon for the corresponding approved  request.

• It will open the request for quotation page

• Add Expected Delivery Date , Expected Response Date, Location 

• Select multiple Business names from where you are expecting quotations

• Click on Save

• Requests  are successfully updated and added to the list.

• Click on the Quote Received icon on the right of the updated request .

• Choose the Business where you want to add your quote.If multiple companies then add quotes for each one of them by choosing from the list.

• You can fill up the fields like Description,Warranty and other relevant information that may be the factors for finalizing the quotation   

• Check “Applied for all products” to apply the same condition to all products listed below.

• Check to allow notifications directly to the vendor and yourself.

• Add the vendor prices of each item and click Update RFQ.

• You can mark any business as Recommended which will reflect on Quotation comparison

• You can add separate terms and conditions for each item if not added for the whole at once.

• Steps are the same for adding quotations in all vendors shown in the list.

RFQ Compare

• Now go to RFQ Compare  from purchase request list.

• Comparison is shown with all details like  Description, Warranty and other relevant information, prices are highlighted to help customers easily compare and choose the right vendor.

• Select as to you want to choose which item for which Business. You can choose one vendor for all items or separate vendors for separate items.

• Click Finalize to create the purchase order against one single vendor and selecting the remaining for other vendors