Request for a Quote

Part of the process of getting a job completed for a client may involve sourcing goods and/or services from suppliers. It may be necessary to get competitive quotes from a number of suppliers before determining which supplier you will use. The 'bri...

When RFQ is first accessed, the window is displayed in the view mode. Refer to RFQ Listing Window Features for more information about each of the icons on the tool bar. Step 2  Click on "new" and complete the fields &nb...

When you have compared the responses from your suppliers, and decided to whose quote to accept: 1      Navigate to the RFQ that you want to convert to a purchase order. 2      Select supplier you wish to accept and cl...

If you wish to mark a supplier quote as "declined": 1  Navigate to : Costing > Request for Quotes 2   Highlight supplier whose quote you are going to decline 3   Click on "decline" icon Click on 'yes' Supplier "Printer l...

If there are outstanding RFQs on a job, the job cannot be made dead.  The job has been completed i.e all POs, supplier and client invoices have been entered and dealt with. In this instance, mark the RFQ as cancelled. New more help?&n...

The suppliers responses are presented to you when creating a quote/estimate for a client.  In the example below, responses have been received from two suppliers. neither response has been accepted. When you create a client estimate, ...

This screen is the entry point to everything you do in recording, editing and printing and emailing EFQs to suppliers. Navigate: Costings > Requests for Quotes New more help?  Please contact support call 02 8115 8090 or email ...

The RFQ defaults window is generally accessible by the System Administrator. It displays the last number used. You also set the number of digits used. There is no further discussion required. New more help?  Please contact support cal...

1    Navigate to: Costing > RFQ 2    Find the RFQ that you want to convert into an order 3    Highlight the supplier who you are going to issue the order to. In the example below, there are two quotes from two sup...

Find RFQs You can find RFQs several different ways, using different criteria for each by: number date range selected suppliers selected jobs The above search can be further refined to: Limit the number of latest records that match the filt...

Enter Supplier Responses  and Create PO Navigate to the RFQ that needs to be changed.  Step 1   Highlight the supplier who has responded to your RFQ Step 2   Click on "Amounts' icon Enter dollar amounts plus any other info...