Requests for Quote Quick Reference

Purpose: The Requests for Quote feature within eCommerce allows a user to create and submit an RFQ[acronym for 'request for quote'] (n) a document sent to vendors requesting pricing and terms for a specific quanitity of items that your organization needs. to the vendor.

Add/View RFQ Cart

1. From the eCommerce window, left-click the Requests for Quote (RFQs) tab and then left-click Add/View RFQ Cart.
   
   
2. The RFQ Cart page will appear.
   
   

Add a Part Number to RFQ Cart From Parts Search

1. Search for the part number using the Parts Search feature.
2. When the Parts Search Results Grid appears, left-click the Edit link in the Action column. Two links (Submit and Cancel) will replace the Edit link.
3. Ensure the value of the drop down field in the RFQ/Buy column is RFQ.
4. Adjust the quantity in the Qty Req column
5. Left-click the Submit link in the Action column to add the part to the RFQ Cart.

Add a Part Number to RFQ Cart Manually

1. From the RFQ Cart, left click the Add New Line button in the lower left of the window. The Edit Form dialog box will appear.
   
   
2. Complete the necessary fields and left-click the Submit button in the lower right of the dialog box.
3. The line will appear in the RFQ Cart results grid.

Add Part Numbers to RFQ Cart by Import (Part Numbers Only)

1. Left-click the Import Parts List button just above the RFQ Cart results grid.
   
   
2. The Import Lines... dialog box will appear.
   
   
3. Enter part numbers (or copy from an existing document) where only one part number is on each row and left-click the OK button.
4. The line(s) will appear in the RFQ Cart results grid with no details.

Add Part Numbers to RFQ Cart by Import (Including Details)

1. Left-click the Import Detailed Parts List button just above the RFQ Cart results grid.
   
   
2. The Import Detailed Lines... dialog box will appear.
   
   
3. Following the formatting instructions at the top of the dialog box, enter part numbers (or copy from an existing document) where only one part number is on each row and left-click the OK button.
4. The line(s) will appear in the RFQ Cart results grid with the details you provided.

Edit an Existing RFQ Cart Line

1. Left-click the Edit link in the Action column of an existing line. The Edit Form dialog box will appear.
   
   
2. Modify any of the available fields and left-click the Submit link.
3. The line will be updated in the RFQ Cart.

Preview the RFQ in PDF

1. Left-click the Preview in PDF button in the upper right of the RFQ Cart.
   
   
2. The RFQ will be created and open in a PDF viewer within the browser window.

Submit the RFQ

1. Left-click the Submit RFQ button in the upper right of the RFQ Cart.
2. The RFQ will be created and submitted to your vendor.

List Pending RFQs

1. From the eCommerce window, left-click the Requests for Quote (RFQs) tab and then left-click List Pending RFQs.
   
   
2. The Pending RFQs page will appear.

RFQ Status

1. From the eCommerce window, left-click the Requests for Quote (RFQs) tab and then left-click RFQs Status.
   
   
2. The RFQ Status List page will appear.
   
   

Search RFQ

1. In the RFQ Status Search group box, enter relevant information in the available fields and left-click the search button.
   
   
2. The grid on the RFQ Status page will be filtered to include only those which match the search criteria.

View RFQ Line Information

1. Left-click the icon to the left of the RFQ row for which you would like to view line information.
2. The line information will appear in an expanded grid.
   
   

View RFQ Details

1. Left-click the icon in the View RFQ column associated with the RFQ you would like to view.
2. The RFQ Status Details page will appear.
   
   

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		Requests for Quote Quick Reference