Users with the Create RFQ role are able to view and accept quotes once a supplier has submitted a response to a Request for Quote.
Viewing a Request For Quote
Navigate: Go to the
Marketplacemodule > select Transactions > click View Requests for Quote.
Summary Screen: The
Requests for Quotescreen populates, showing a list of Request for Quote. Each Request for Quote displays a summary indicating how many suppliers have Accepted, Declined, or are Waiting (yet to respond).
View Details: Locate the desired Request for Quote using the RFQ ID search field, Period field, or Filters. Once located, select the RFQ name.
Quote Summary: The Request for Quote view screen displays the invited suppliers along with a summary of their information, including the quoted price and expiry date.
Accepting a Request for Quote
Users can accept the Request for Quote, once the supplier(s) has responded and the Request for Quote is in a Responded state.
Navigate and Locate: Follow steps 1-3 above to locate and select the desired Request for Quote name.
Open Full Quote: From the Request for Quote view screen, select View to open the full quote details.
Accept Quote: To accept the quote, select Add to Cart and add the items to your shopping cart for checkout.
Note: For quotes initiated directly by a supplier, the acceptance and decline process is different. Please refer to help article Accept & Decline Supplier Initiated Quotes