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
Go to Purchase Requisitions.
Locate the requisition you want to generate an RFQ for.
On that row, click the triple-dot (⋮) action menu.
Select Request For Quotes.
A modal/form will appear with the following fields:
Suppliers (multi-select)
Start Date
End Date
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.
🔹 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
✅ 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.
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