Creating a RFQ from the RFQ Workspace

You can create an RFQ from the workspace.

Related Topics
Adding Products to a RFQ Round
Selecting Suppliers in a RFQ Round

  1. From the global toolbar, click > RFQs. The RFQs page opens listing all the available RFQs and quotations.

  2. From the page toolbar, click Actions > Create RFQ. The Create RFQ page opens listing RFQ information.



    Provide the information in the following fields. Fields in red italics are mandatory.

    Name - Enter the RFQ number or select AutoName to request the system to generate it.

    Description - Enter the description of the RFQ.

    Bid Type - Select the bid type from the drop-down list, namely Open or Sealed . If it is Open, a supplier can view quotations of other suppliers but cannot view the cost item breakdown. If it is Sealed, a supplier can view its own quotations.

    Cost Type - Select the cost type of the RFQ from the drop-down list, namely CMT or Full Package.

    Trade Terms - Select the trade terms adopted in the trade with the finished goods supplier from the drop-down list, namely FOB, CIF, LDP, or DDP.

    Trade Point - Select the trade point agreed upon with the finished goods supplier from the drop-down list. Note that trade point is required to select when the user choose CIF, LDP or DDP trade terms.

    Country of Import - Select the country into which the products are imported from the drop-down list.

    Currency - Select the currency for all the cost values in the RFQ from the drop-down list.

    Due Date - Click to select the due date after which the RFQ expires.

    Production Office/Agent - Select the production office/agent from the drop-down list to indicate the Production Office/Agent that handles the RFQ.

    Sourcing Division/Dept - Click to search for and select the sourcing division or department from the production office/agent that handles the RFQ. See Viewing RFQ Properties.

  3. Select the Include Landing Factors to include the following landing factors in a RFQ.

    Channel Definition - Select Channel Definitionfrom the list.

    Final Destination - Select Final Destination from the list.

    Projected Date of Import - Click to select projected date of import.

    LUC Currency - Select LUC currency from the list.

    LUC Ship Mode - Select LUC ship mode from the list.

  4. Click Done.

The RFQ is created successfully and the first RFQ round is created automatically. To finish the completion process you need to add products and select suppliers to participate in the RFQ round.