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You are currently viewing documentation for version 3.0 which is not a long-term support release. The latest long-term support release is version 1.6

RFQs for Registered Users

Create an RFQ

There are a few ways to create an RFQ.

On the All Requests for Quote Page

  1. Navigate to Account in the user menu.

  2. Click Request for Quote in the menu on the left.

  3. Click +New Quote on the right of the page.

    ../../../_images/CreateRFQ1.png

From the Shopping List

  1. In the top right corner, click on the Shopping List(s) button to view all available shopping lists.

    ../../../_images/ShoppingLists.png
  2. Click on the necessary shopping list.

    ../../../_images/ShoppingListsDropdown.png
  3. Click Request Quote on the top right of the page, or by selecting this option from the drop-down list of the Create Order button at the bottom of the page.

    ../../../_images/CreateRFQ2.png

Whichever way you select, a form will emerge prompting you to provide information.

../../../_images/NewRFQForm.png

In the Request a Quote section, enter:

  • First Name
  • Last Name
  • Email Address
  • Phone Number
  • Company
  • Role
  • Notes (The message for the RFQ)
  • PO Number
  • Do Not Ship Later Than date
  • Assigned to

In the Products section:

  • Select a product from the dropdown, or click to see a complete list of products.
  • Enter the number of items/sets.
  • Click Add Another Line to provide additional quantities and price.
  • Give the target price.
  • Add a note to the item by clicking Add a Note to This Item (You can delete or update such note by clicking on the corresponding buttons).
  • Click Add Another Product if an RFQ for more than one product is required.
  • Click Submit Request to send the RFQ.
../../../_images/RFQProducts.png

Note

If you are creating an RFQ for the products in the shopping list, the Products section is be pre-defined. There are options to edit, delete the products, or add another product to the list.

../../../_images/RFQFromShoppingList.png

In the Data Protection section, you may be required to accept mandatory consents to process your personal information. If the consent is not accepted, you cannot submit the RFQ.

../../../_images/rfq_data_protection.png

RFQ View Page

To view a specific RFQ, click View on it in the view table.

../../../_images/ViewRFQ.png

The Customer User View Page has the number of the selected RFQ in the page header (e.g. #2), as well as the following information:

  • First Name
  • Last Name
  • Email Address
  • Phone Number
  • Company
  • Role
  • PO Number
  • Do Not Ship Later Than
  • Owner
  • Notes
  • Line Items (item name, requested quantity, target price).

You can print the selected RFQ by clicking Print RFQ on the top right of the view page.

../../../_images/PrintRFQ.png

You can resubmit the RFQ by clicking Resubmit on the top right of the view page.

../../../_images/RFQResubmitNew.png
Browse maintained versions:3.01.6

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