After selecting suppliers based on the services they provide, the Service Provider needs to send the Quote Request to the suppliers.
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- Select a date and time you want the the Supplier to Quote by.
- Select a date and time you want the the Supplier to Deliver by.
- Select where you want the products delivered.
This could be to the Customer, a warehousing facility or another supplier who will process the product.
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Email Options
A box will display the email options for each Supplier:
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The Send email checkbox is selected by default. If it is unchecked the Quote Request will not be sent to the Supplier, but a draft of the Quote Request will be saved on the system. You might want to do this if you know you need to wait to add more information before sending the Request. To send the saved Quote Request:
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Editing an RFQ Email
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Simple boilerplate email text is provided, but this can be replaced or modified as required.
A predefined set of text variables, such as Quote Ref and Supplier Name, are provided and can be dragged and dropped into the email as required. These variables are automatically populated when the corresponding data is entered into the system as part of the normal Administration workflow.
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| title | Manipulating Email Text Variables |
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For information on how to customise system emails see Customising an Email.
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