To create an RFQ, follow these steps:
- Click on the sourcing module.
- Click on purchase requisition.
- Click the dotted action button on preferred line item.
- Click create button.
- Select team lead using dropdown.
- Select sourcing team using dropdown.
- Describe project in note.
- Select RFQ from the list.
- Input tender validity in days.
- Select if service charge is application (YES or NO).
- Select if freight charge is applicable (YES or NO).
- Click create details.
Fig.234 create sourcing team popup screen.
NB: Once create details is selected:
- The RFQ is automatically approved and sent to the invited vendors.
- It flows into the sourcing project as an approved RFx.