Objective
Invite your suppliers to submit a quote for the materials you need.
Background
Request for quotes is the best way to determine price and lead time on your items that are needed for your project.
Things to Consider
Required Permissions:
Note that only users with ‘Submit to supplier’ permission (typically purchasing managers) can submit a RFQ. This is a permission setting that can be found in the Users and Permissions settings.
Steps:
1. Click on the down arrow next to the ‘Material Order’ button and select ‘Request for Quote’
2. Select the project the request is for.
3. Select the vendor(s) you would like to submit the request to. Note that you can select multiple suppliers; each supplier contact you select will receive a separate email on the RFQ.
4. Add the items you are submitting the request for.
5. Click on ‘Continue’ and in the checkout screen click on the ‘Send RFQ’ button.
Next steps:
Your supplier(s) will each receive a separate email regarding the RFQ and will be able to respond to the request with a quote, using the 'reply here' button in the email.
Add a New Supplier to an Existing RFQ
You now have the ability to add an additional supplier to an open RFQ. This will allow you to add additional suppliers to the same RFQ, compare bids and track the generated PO back to the original RFQ number.
Questions?
Contact Support:
Live Chat with Support through StructShare:
Click on ‘Talk to Support’ on the left side of your screen.
Email Support:
Call Support:
(512) 222-3716