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Kasia Czwarkiel (Unlicensed)

Kevin O'Brien (Unlicensed)

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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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Scenarios

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On the Send Quote Request for part page, a Scenarios box will show all the selected suppliers and the services they provide:

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titleAbout Scenarios
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Scenarios
Scenarios



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Quote Details

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A Quote Details box lists all the selected services. 

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For each service:

  1. Select a date and time you want the Supplier to Quote by.
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  2. Select a date and time you want the Supplier to Deliver by.

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  3. 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

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A box will display the email options for each Supplier:

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Image Modified Click the PDF icon to open a PDF version of the email that can be saved.

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Email Icon
Email Icon
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Click the email icon to edit the RFQ email before sending.

Image Modified Select the Send Email checkbox to ensure the email is sent (it is checked by default).


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titleSending Quote Request Email

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:

  1. From the main menu bar, select Projects > All Projects.
  2. Find and open the project.
  3. Select the Sourcing tab, then click Resend Quote Request.

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