3.5 Send RFQ to Manufacturers

https://www.youtube.com/watch?v=PFWLY-rGp1w

Objective

To provide a clear and concise procedure for sending a Request for Quotation (RFQ) to selected factories, ensuring that all necessary details are completed and minimizing errors in the process

Key Steps

1. Complete RFQ Details:

   • Ensure all RFQ details, scope of work, and ITP are fully completed

2. Select Factories:

   • Confirm that the factories you wish to invite for quotes are properly added to the RFQ

3. Save the RFQ:

   • Click the 'Save' button to save your progress. Note that this action does not send the RFQ to the factories

4. Verify RFQ Status:

   • Look for the confirmation message in the green box at the top of the screen indicating that the RFQ has been created

5. Send the RFQ:

   • Click the 'Send' button at the bottom of the screen to dispatch the RFQ to the selected factories

6. Delete Request (if necessary):

   • If you decide not to send the RFQ, you can click the 'Delete Request' button to remove it entirely

Cautionary Notes

• Ensure that all RFQ details are accurate and complete before sending, as sending an incomplete RFQ may lead to misunderstandings or incorrect quotes from factories

• Double-check the list of selected factories to avoid sending the RFQ to unintended recipients

Tips for Efficiency

• Save your work frequently throughout the process to avoid losing any information

• Before sending, review the RFQ details and factory list with a colleague to catch any potential errors