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Requesting a quote from a vendor
Requesting a quote from a vendor

This video covers how to export products in order to request a quote from a vendor

Mary Beth avatar
Written by Mary Beth
Updated over 7 months ago
  1. Open the project

  2. Navigate to the Selections area

  3. Click the Export button

  4. Click Print

  5. Filter to plumbing in the "Categories of work"

  6. For "Include items with status," select Needs Selection, Awaiting Approval, and Selected

  7. Optional: Narrow the vendor to the vendor from which you want to produce an RFQ

  8. Optional: show vendor info & show prices

  9. Print

This should give you a "pick list" of items for plumbing that are not in the ordered or beyond statuses. It will print all the options you have on the selectable items that haven't been approved yet and everything else that has been approved.


Have questions? Chat with us from your project dashboard or email us at hello@materio.co.

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