If your community has the Request For Quote (RFQ) feature enabled, users with the Create RFQ role can create RFQs for individual or multiple suppliers. However, the RFQ setting must also be enabled by a Community Administrator, specifically within each desired supplier's profile.
Enabling RFQ for a Specific Supplier
Navigate: Go to the
Administrationmodule > select Suppliers.Search: Key in the supplier's name in the Search Suppliers field > clear the State field > select the magnify search icon .
Enable RFQ: Once the supplier's profile screen populates, check the Allow RFQ box.
Save: Select Save.
Creating an RFQ
Users with the Create RFQ role can initiate a new RFQ through a 5-section process: Header, Suppliers, Attachments, Email, and Confirm.
Navigate: Go to the
Marketplacemodule > select Purchasing > click Request Quote.
RFQ Sections
| Section | Action | Details |
|---|---|---|
| Header | Insert required information marked with a red asterisk. Select Continue. | Used to define the buyer's requirements. |
| Suppliers | Select +Add Supplier > use the Search field or choose from Guided Buying Collections. Check the box for desired supplier(s) > click Add. | Selects the supplier(s) invited to respond. |
| Attachments | Select Browse to attach desired supporting documents > click Continue. | Adds documentation relevant to the request. |
| Review and update the standard email message provided for the supplier invitation, if desired > select Continue. | Manages the notification sent to the suppliers. | |
| Confirm | Review all information. Use Back to make updates. Once approved, select Finish. | Submits the RFQ to the selected supplier(s). |
Once finished, the supplier(s) will receive an email invitation to respond. When a supplier submits a quote, the buyer who created the RFQ will receive an email notification for review.
Managing Existing RFQs (Copying and Cancelling)
To manage existing RFQs, first navigate to the View Requests for Quote screen:
Go to the
Marketplacemodule > select Transactions > click View Requests for Quote.Locate the desired RFQ using the RFQ ID field, Period field, and/or Filters.
Select the RFQ name to view the details.
Copy An RFQ
From the desired RFQ view screen, select More Actions > click Copy RFQ.
Copied Data: The copied RFQ duplicates the details, attachments, and supplier(s) from the original. However, the copy function will not copy the response date, reminder date, and contact name; this information will default to the user who copied the quote.
Cancel An RFQ
From the desired RFQ view screen, select More Actions > click Cancel RFQ.
Notification: Once canceled, the supplier(s) will receive an email notification that the RFQ was canceled.
Additional RFQ Options
Catalog Item Quote: Communities can submit an RFQ directly from a supplier's catalog item in the Marketplace where the Get Quote icon is displayed