Access the RFQ Module
After logging in, go to the sidebar menu.
Click Work, then select Request For Quotes.
Create a New RFQ
Click New to open a blank RFQ form.
Fill in the essential details:
Name – Title of your RFQ
Description – Purpose or summary
Deadline – When vendor submissions are due
Responsible Contact – Person managing the RFQ
Asset – Related asset (if applicable)
(Optional): Check the box to prevent changes after the deadline.
Attach Supporting Documents
In the Documents section, upload any relevant files such as:
Requirements
Technical specifications
Terms and conditions.
Add Vendors
Under the Quotes section, click Add.
For each vendor:
Select the Vendor Name
Add the Vendor Contact Person
Save, Submit, or Approve
Once the form is complete, choose one of the following actions:
Save as Draft – Work in progress
Submit – Ready for approval
Approve – Finalize and move to the bidding stage.
Start the Bidding Process
Note: RFQs must be approved before you can start bidding. If not yet approved, go back and do so now.
After approval, reopen the RFQ and click Edit.
Make any last-minute changes if needed.
Click Start Bidding to notify vendors.
Each vendor will receive an email with a link to submit their quote online.
Award a Vendor
Once all vendor bids have been received and reviewed, select the winning vendor.
Check the box in the Award field next to the vendor with the best bid.
After selecting the winning vendor, click the Award button to finalize the process.
This action will:
Close the awarding process
Send a confirmation email to the awarded vendor
