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: Image Modified
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Quote Details
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A Quote Details box lists all the selected services.
Image Modified For each service: - Select a date and time you want
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- the Supplier to Quote by.
Image Modified - Select a date and time you want
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- the Supplier to Deliver by.
Image Modified - Select where you want the products delivered.
This could be to the Customer, a warehousing facility or another supplier who will process the product. Image Modified
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Email Options
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A box will display the email options for each Supplier: Image Modified Image Modified Click the PDF icon to open a PDF version of the email that can be saved. Insert excerpt |
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| Email Icon |
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| Email Icon |
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nopanel | true |
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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). Note |
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title | Sending Quote Request Email |
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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: - From the main menu bar, select Projects > All Projects.
- Find and open the project.
- Select the Sourcing tab, then click Resend Quote Request
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Editing an RFQ Email
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Image Removed
Simple boilerplate email text is provided, but this can be replaced or modified as required.
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The text variables can be dragged and dropped into any position in the email any number of times. They can't, however, be dragged and dropped within the email. To reposition a text variable within the email, place the cursor to the right of the variable and use the keyboard backspace delete key as you would to delete any text. Then drag another instance of the variable type from the list into the new position in the email | Manipulating Email Text Variables | Customising system emails |
| For information on how to customise system emails see Customising an Email. |
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