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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.

Scenarios

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


 Click here to expand...

Scenarios


Quote Details

A Quote Details box lists all the selected services. 

For each service:

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

  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.

Email Options

A box will display the email options for each Supplier:

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

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

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


Sending 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.


Editing an RFQ Email

Clicking the email icon opens an editable email box:

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.

Manipulating Email Text Variables

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.



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