Service Provider sends a Quote Request to Suppliers

Owned by Kevin O'Brien (Unlicensed)
Last updated: Jul 20, 2018

After selecting suppliers based on the services they provide, the Service Provider needs to send the Quote Request to the suppliers.


Scenarios

 Click here to expand...

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

 About Scenarios

What is a Scenario?

A scenario is a combination of two or more suppliers providing different services. A scenario allows you to combine different suppliers services for comparison purposes. For example, if you had three potential delivery suppliers and four potential print suppliers, you could combine each delivery supplier with each print supplier, resulting in 12 different scenarios:



Print 1Print 2Print 3Print 4
Delivery 1Scenario 1Scenario 2Scenario 3Scenario 4
Delivery 2Scenario 5Scenario 6Scenario 7Scenario 8
Delivery 3Scenario 9Scenario 10Scenario 11Scenario 12

Creating a Scenario

A scenario is created automatically when you select two or more suppliers that provide the same service. For example:

  1. From the main menu, go to Projects > All Projects.

  2. Filter projects on Status: New

  3. Find the project you want and click its Select Suppliers button.

  4. In the Select Suppliers and Services section, click the Services button.

  5. Select the services you want, for example:

    If a Supplier provides a service it will display with selectable checkboxes in the Supplier list.

  6. Click Next
    The different scenarios will display.

  7. You then complete the Quote Details and Email Options as for a standard Quote Request.
    See Service Provider raises Quote Request for Customer.



Quote Details

 Click here to expand...

A Quote Details box lists all the selected services. 

For each service:

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

 Click here to expand...

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.

Customising system emails

For information on how to customise system emails see Customising an Email.