Objective
How to find and review all of your submitted quotes on an RFQ.
Background
StructShare empowers your contractors to standardize and streamline their purchasing, procurement, and material management processes. Specialty Contractors will leverage the StructShare system to collect field requests, generate purchase orders, and also request quotes from suppliers and vendors like yourself. You can use this system to quickly and efficiently submit your quote documents to them.
Things to Consider
Required Permissions
Note that only users with ‘Submit to Supplier’ permission (typically purchasing managers) can submit and review RFQ’s. This is a permission setting that can be found in the Users and Permissions settings.
Steps:
Navigate to Open RFQs from Open Activities
Select RFQ to review submitted bids
Navigate to ‘Open RFQs’ from ‘Open Activities’ page
On the Open Activities page (Home) you will see all of your open items across the top of the page. Select ‘Open RFQs’ to view all of the currently open RFQs you have available.
From here you can select which RFQ you would like to drill into further. It will display the name of the Project that the RFQ is within along with the RFQ # and due date.
Review submitted bids on an RFQ
After selecting an RFQ you will now be able to see each supplier that it was submitted to and the status of each of their bids.
Pending (in yellow font) means that they have not yet submitted their bid. Quote (in green font) means that they have already submitted a quote for this RFQ.
If there is a number within ‘Quote’ they also have attached a file to this bid.
You can chat with each supplier individually by clicking on the chat bubble next to their quote.
If you wish to generate a PO from one of the submitted bids, you can click ‘generate PO’ next to their quote to proceed into that action.
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