Quotes

Once a buyer has created an RFQ, the selected suppliers will receive an email notification.

To view the RFQ and respond to the quote, log in to your Unimarket store by going to:

• https://supplier.unimarket.com - for the US
• https://supplier.unimarket.co.nz - for New Zealand
• https://supplier.unimarket.com.au - for Australia

There are three ways to view the quote:

1. On your main screen once logged in, you will see the RFQ under the section titled "Recent Requests for Quote" 

     

       2. You can click Quotes from your menu on the left and then select "View Requests for Quote"

         

       3. You can click on your Task menu on the top right and then select Requests for Quote 

 

Once you have navigated to the Requests for Quote screen, open the desired quote by clicking on the quote name.

 

Reviewing the status of your Quote

To review the status of your quote, you can click on Quote from the menu on the left side when inside your account. From here select View Requests for Quote. 

You have the option to filter and search for quotes by the following:

• Customer
• Created From Date
• To Date
• RFQ Name
• RFQ ID
• State
  • Accepted: The supplier has accepted the invitation.
  • Cancelled: The community has cancelled this without awarding to any suppliers.
  • Declined: The supplier has declined the invitation.
  • Lost: The community has awarded this to another supplier.
  • Missed: The supplier did not respond before the response date.
  • New: The community has created the invitation and is awaiting a response from the supplier.
  • Quoted: The supplier has accepted the invitation and created a quote in response.
  • Removed: The supplier has been removed from the bid request after the issue date. Any quotes created cannot be purchased.
  • Withdrawn: The supplier has withdrawn their quote.
  • Won: The community has awarded this to the supplier's quote.

 

You can log in to view your quote at any time. Once you've submitted a quote, you'll notice a new Quote tab appear when inside the quote next to the Header tab and Attachments tab (if attachments were included by the buyer). You can confirm that your quote has been submitted by looking at the Published Date on the Header tab. You will also be able to view your quote submission and any attachments that you included.

 

You can update the quote using the Edit Quote option within the More Actions menu. You are able to edit your quote up until the response date or until the buyer checks out your submitted quote (whichever occurs first).

Once you are in the quote, you'll see a summary of the RFQ and the contact details for the requester. To accept the RFQ, click Accept.  This sends a notification to the buyer letting them know that you intend to respond to the RFQ.

 

Note: If the requester has included attachments, there will be another tab next to the Header tab named "Attachments" where you can go to view them.

 

 

There will now be a button that says Create Quote at the top right of your screen. Click this button to start creating your quote. 

 

• Fill out the required information shown below:

Click +Add Item to enter the details for an item you will include in the quote, as shown below:

 

 

Click Add if you are only quoting on one item or Add More if you would like to add more items to the quote.

 

Once you are happy with the included item(s), click Create to submit and send your quote to the buyer.

If you are a Premium Supplier, you have the ability to send a quote directly to a customer using the Quotes feature. The process is almost identical to Responding to a RFQ.

 

You can watch this video to learn how to create a quote from your supplier portal or you can read more about this in our documentation below: 

 

 

To create a quote, select Quotes from the menu on the left and then select Create Quote.

On the Create Quote screen, complete the applicable fields:

• Quote Name: The name of your Quote (Mandatory).
• Customer: The name of the Customer (select the Customer from the drop-down field. Mandatory).
• User: The User at the Customer who you are sending the Quote to (use the search functionality to find the correct User. Mandatory).
• Quote Creator Name: Your name or the name of the person creating the Quote (Mandatory).
• Quote Creator Email: Your email or the email of the person creating the Quote (defaults to the User's email).
• Quote Reference: Your specific quote reference number.
• Expiry Date: The date the quote will expire. Ensure you give the customer enough time to decide if they will accept your quote (Mandatory).
• Attachments: Click 'Add Attachment' to add quote related attachments (maximum size per attachment is 10MB. Most file types accepted, but cannot attach '.zip' files).

 

Add Products

Click +Add New Item to open the pop-up form where you can enter the item details. At least one item must be added to the quote in order to submit the quote. 

The mandatory fields to complete are Name, Description, Quantity, UOM and Unit Price.

Here is a full list of the fields:

• Name: Name of the Product (Mandatory)
• Description: A brief description of the product. If you need to enter a lot of information, you could perhaps include this in an attachment at header level, and reference the location of the information in this field (Mandatory).
• Quantity: The quantity for of units per product (Mandatory).
• Unit of Measure: Change if you are quoting the product by a unit of measure other than 'Each' (defaults to 'Each' - Mandatory).
• Unit Price: Enter the price per unit for the product (Mandatory).
• Code: The product code, item number, part ID or SKU (not mandatory, if left blank then Unimarket will generate one instead).
• Manufacturer Part ID: If the product is manufactured by a third party, enter their product code, item number, part ID or SKU here.
• Bundle: If you have multiple items that cannot be purchased separately, you can 'bundle' them. Enter a bundle name to have this product included in a bundle. Click 'Add More' instead of 'Add' until you have created all bundle items.
• Category: The UNSPSC categorization code of the product.
• Tax: Check the box to enter a custom tax value, otherwise the default for the customer will be used.
• Image: Upload an image of the product.
• Notes: Any additional notes you would like to add.

Once you've completed all applicable fields, click Add and you will be taken back to the Create Quote screen. Once you've added all applicable products, click Create to submit your quote to the customer and they will receive an email notification.

 

Review / Copy Quote

Once you've submitted the quote, you'll be taken to the quote screen where you can review the quote you've just submitted.

You'll notice two links within the More Actions menu: Copy and Cancel.

• Copy: Makes an exact copy of the quote and allows you to edit any part of the quote before submitting it. This is useful if the quote expires and the customer wants a repeat order or if another customer wants the same product. 
• Cancel: This will cancel the quote so that the customer cannot create a purchase order using the quote.

Once the quote has been added to the users Cart the status of the quote will change to Accepted and then Ordered when it has been checked out and approved by the customer. The supplier should then receive the order email with the buyer CC'd in as confirmation.