Scope changes after you send. How you make the change depends on whether the RFQ went to 1 vendor or to several.
Before you start
You need the Admin or Purchaser role by default. Your company can change this per role in Company Settings.
The RFQ must still be in Quote Requested or Quote Provided.
Check how many vendors are on it. The RFQ header shows Leveling with the count when there is more than 1.
Change an RFQ that went to several vendors
Open the RFQ and click Leveling in the header.
Click Add More Materials below the comparison table.
Add the materials, quantities and codes you need.
Write a message saying what changed.
Click Send RFQ.
The panel tells you what this does: Materials will be added to all RFQs and re-sent to vendors for pricing. Every vendor gets the same change, so every quote stays comparable.
Change an RFQ that went to 1 vendor
Open the RFQ from Orders.
Edit the materials, quantities or codes on the lines.
Click Save to keep the change without telling the vendor.
Click Update Vendor to save the change and email it to them.
On an RFQ, Save is the button and Update Vendor sits in the arrow beside it.
Cancelling an RFQ
Click Cancel in the RFQ header. A dialog headed Cancel with the RFQ number lists what happens. Click Cancel order to go ahead, or Back to leave it alone.
Cancelling notifies the vendor and takes the RFQ out of your active list. Nothing you entered is deleted, and the RFQ stays on record with everything on it.
You can undo your own cancellation. A Reopen RFQ button appears on an RFQ that you cancelled, and clicking it puts the RFQ back and tells the vendor you have reopened it. It does not appear if the vendor cancelled or declined the RFQ, or if the RFQ was cancelled by being merged into another one. In those cases you raise a new RFQ.
Notes and limits
Editing 1 vendor's copy of a multi-vendor RFQ changes only that vendor. The others carry on quoting the old list.
If a vendor sends a revised quote file after your update, it is not read automatically. Review the new file yourself.
You can upload a quote a vendor emailed you on their behalf, under Vendor Attachments.
Best practices
Use Add More Materials for anything that changes scope on a multi-vendor RFQ. Editing 1 vendor's copy leaves the others priced against the old list, and a comparison between 2 different scopes is worse than no comparison.
Click Save while you are still working and Update Vendor once, at the end. Save emails nobody, so a vendor gets 1 notice for 1 revision rather than 4.
Cancel an RFQ yourself rather than asking the vendor to decline it. Reopen RFQ only appears on an RFQ you cancelled, so a vendor-side decline cannot be undone.
If this doesn't work
Start a chat from the Messenger in the bottom-left of this page, or email help@subbase.io. Include the order or project number and what you expected to happen.