Request for Quotes

✅ Creating a Request for Quotes (RFQ)

An RFQ can be created directly from a Purchase Requisition or through the Request for Quotes menu under Purchase Management.

🔹 Option 1: From the Purchase Requisitions Page

1. Go to Purchase Requisitions.

2. Locate the requisition you want to generate an RFQ for.

3. On that row, click the triple-dot (⋮) action menu.

4. Select Request For Quotes.

5. A modal/form will appear with the following fields:

   • Suppliers (multi-select)

   • Start Date

   • End Date

6. Fill in the details and submit the form.

✅ Once submitted:

• An RFQ is created for each selected supplier.

• These RFQs will immediately appear in the respective suppliers’ dashboards.

• Suppliers can submit their quotations against the RFQ from their side.

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🔹 Option 2: From the Request For Quotes Menu

You can also create an RFQ via:

Purchase Management → Request For Quotes

This method allows you to:

• Select an existing purchase requisition (if not auto-linked)

• Choose suppliers

• Set start and end dates

• Submit the RFQ the same way

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✅ What Happens After RFQ Creation?

• Each chosen supplier receives an email with the product details.

• These RFQs become visible in their Supplier Dashboard.

• Suppliers can now apply or submit quotations based on the RFQ details and deadline.