Ordering & RFQs
Guides for handling day-to-day purchasing in SubBase, including RFQs, orders, vendor coordination, material management, commitments, and delivery workflows.
By Gabby1 author9 articles
- Create and Send an RFQAsk several vendors to quote the same list of materials, send each of them their own copy, and collect their pricing in one place.
- Place an OrderTurn a vendor quote into a purchase order, or raise one from scratch, and send it out with your PO number and a PDF the vendor can open.
- Edit an Order After You Send ItChange quantities, prices or dates on an order the vendor already has, decide whether they are told, and find out why an order is locked.
- Cancel an OrderStop an order before or after the vendor confirms it, see what a pending cancellation blocks, and take the request back if you change your mind.
- Review Vendor QuotesSee how each vendor answered, what SubBase read from their quote PDF, and where their pricing landed on your request for quote.
- Update a Sent RFQChange the materials, quantities or scope on a request for quote that is already with your vendors, and keep every quote comparable.
- Reconcile an RFQ ExtractionCheck what SubBase read from a vendor's quote PDF, match up the lines it could not place, and confirm the pricing before you order.
- Compare Vendor Quotes with RFQ LevelingPut every vendor's pricing side by side on one screen, see where each one is cheapest, and place the order from the comparison.
- Orders OverviewEvery RFQ and purchase order in one table. What each status means, how to find an order by number, and where a quote becomes an order.