How to Create an RFQ (Client)

An RFQ contains the details of the project that you want your outsourcer to find a supplier for. Either you or your outsourcer must have created a project and generated a spec before you can create an RFQ. For information on creating a project, refer to How to Create a Project and for information on generating a spec, refer to How to Create a Spec.

To create an RFQ:

1. Navigate to the Project Home page.
2. Click Quotes in the Project Menu.
3. Select Create... from the Quotes drop-down menu.
4. Check the spec, or specs, that you require for this quote.
5. Click Continue.  This produces the Create RFQ page.
6. Enter the quote details in the fields provided. You must specify a Quote Due Date and a Proposed Order Completion Date. You must also specify at least one quantity for the requested item in theQuantity 1 field.
7. Enter any other relevant details in the Description and Comments fields.
8. Click Send RFQ.

The quote is sent to the outsourcer you specified when you created the project.