There are 2 areas where quotes can be viewed and the location is dependent on how the quote was submitted.

 

1. Quote created from a Request for Quote (RFQ) submitted by a customer:

When a supplier responds to an RFQ, the user that submitted the RFQ will receive an email notification letting them know the supplier has responded to their RFQ. The user can go to Transactions and then press Request for Quote to view their quotes. 

2. Quote created by a supplier directly that is sent to the customer - Supplier initiated quote (this can only be done by Premium Suppliers)

When a supplier initiates a Quote without a request from a customer, there will be a Task sitting in the Buyers Task Menu for the buyer to accept the quote.

 

 

If your community has Request For Quote (RFQ) enabled, users with the Create RFQ role will be able to create RFQ's for multiple or individual suppliers.

 

Note: RFQ's must also be enabled by the Administrators of your Community within the suppliers profile under the Manage Suppliers page.

 

Creating a Request for Quote (RFQ)

To create a new RFQ click Request Quote from within the Marketplace > Purchasing menu and follow the simple on-screen process:

 

• Header: The RFQ header is used to define the buyer's requirements. Provide an RFQ name, a description of the requirements and the response date which defines when the RFQ will end.
  
  
• Suppliers: Select +Add Supplier to search suppliers or search Guided Buying Collections of suppliers. You can then select which suppliers to send the RFQ to by checking the box next to their name and pressing Add.
  
  
• Attachments: Attachments can be added to the RFQ which will be sent to the supplier.
  
  
• Email: Unimarket provides a standard email message that is sent to suppliers inviting them to submit a quote. You can review and change this message if required. 
  
  
• Confirm: Review and confirm the RFQ, then submit to the supplier(s). Go back to any step if RFQ details need to be changed.

Once the buyer submits the RFQ it will be sent to the selected supplier(s). Each supplier will receive an email inviting them to respond with a quote. The supplier can then create a quote in Unimarket and once completed, the buyer will be sent an email inviting them to review the supplier quote.

Copying a previously submitted Request for Quote (RFQ)

To copy a previously submitted RFQ click View Requests for Quote from within the Marketplace > Transactions menu and click on the quote you would like to copy. Then click on the More Actions drop down and select Copy RFQ. Selecting this option should copy details of the selected RFQ, including attachments, supplier, etc. It will not copy response date, reminder date and contact name - this changes to the user that copied the quote.

 

Stopping the RFQ Process

An RFQ will remain open until the Response Date specified, however if you need to stop the RFQ process before the response date go to View Requests for Quote from the Marketplace > Transactions menu, select the required RFQ and click Cancel RFQ from the More Actions drop down in the top right. The supplier(s) will be notified that the RFQ has been cancelled.

 

Reviewing and Accepting Quotes

• Reviewing and Accepting Quotes

Note: It's also possible for suppliers to send you a quote without first receiving an RFQ. For more on accepting and declining supplier quotes click here.

 

Get Quote for a Catalog Item

It is also possible to request a quote from a catalog item where the Get Quote icon is displayed.

• Get Quote (from a supplier catalog)

A list of RFQ's and associated supplier quotes can be found under the Transactions menu within the Marketplace Module.

Each RFQ will display how many suppliers have Accepted, Declined or are Waiting (yet to respond). The details of the RFQ and supplier quotes can be viewed by clicking on the name of the RFQ.

 

Accepting the Quote

Once inside the RFQ, at the top it will list the suppliers invited with a summary of information (including price and expiry date).

To the right of the supplier you can click the View icon to open the full quote. From here, you can click Add to Cart to accept the quote and add it to your shopping cart.

 

Note: It's also possible for suppliers to send you a quote without first receiving an RFQ. For more on accepting and declining supplier quotes click here.

Sometimes buyers may send a request outside of Unimarket, that needs to be responded to using Unimarket.

Examples of this could include:

• A product that is not in the suppliers catalog
• Multiple products that receive a greater discount than the catalog price
• Services
• One-off inquiry

In Unimarket it is possible for a supplier to send a quote directly to a customer without first receiving a request for quote (RFQ) via Unimarket.

Reviewing Quotes

A list of supplier quotes can be found under the Tasks menu > Quotes.

Each Quote in the list will display:

• Name (name of quote)
• Supplier
• Buyer
• Created and Expiry Dates
• State (New, Accepted, Ordered, Expired)
• Order (order number if it was turned into an order)

To open and view the quote details just click on the quote name.

 

Accepting the Quote

Once inside the quote you can add this to your cart by clicking Add to Cart in the top right of the screen and check it out by following the normal checkout process.

Note: If your community has Auto-Accept Quote enabled, the quote will automatically be accepted and appear in your cart.

 

Declining the Quote

If you want to decline the quote you can do this by opening the quote, selecting Decline from the More Actions menu next to the Add to Cart button in the top right of the screen. 

After you select Decline, a pop-up will generate where you can enter the reason you are declining the quote and click OK.

Note: If your community has Auto Accept Quotes enabled you will also need to remove the items from your cart, as you will no longer be able to check them out.

Suppliers can choose to load catalog items with no fixed price which will display a Get Quote button to the buyer.

The Get Quote button generates a Request For Quote (RFQ) to the supplier for the selected catalog item. The supplier can then submit a quote for the item.