To begin a new RFQ request:
From the Dashboard, click Request Quote under the Quick Action Tiles.
The Select Vendor screen will appear:
Use the Search Vendor bar to find and select your preferred vendor.
Only vendors who are active subscribers and have a relationship with your company will appear.
Click Continue with Selected to proceed.
You’ll then be redirected to the RFQ Builder screen.
From here, you can customize your request by adding multiple line items:
To add an existing part: Use the search bar within the RFQ builder to find and select a part already saved in your catalog.
To add a new part: Click Add New Part. An integrated modal experience will slide open, allowing you to configure the part details without leaving the page.
Note on Preferred Lead Times - Flexible Delivery: If you don't have a strict deadline, simply check the "Flexible" box.
Short Lead Times: Selecting a time frame of 10 days or less will display a warning. Shorter lead times are not guaranteed and could incur additional expedited vendor costs.
💡Tip: New parts are automatically saved and added to your active RFQ screen instantly. There is no need to refresh your browser page.
Once you’ve entered all required information, click Calculate Estimate. Another box will appear where you can add additional remarks in the description area. If everything looks good, you can then click the Submit Request button. Your request will automatically move to Awaiting Manager Review and appear in your RFQ list under Quote Orders > RFQs.