Customers
Buyers of custom fabricated & machined parts
By Bri and 1 other2 authors14 articles
Getting Started
Initial setup guide for new customers
Initial Account SetupThis section will walk you through how to accept your Parts Portal email invite and log in for the first time.
Changing or Resetting Your PasswordIf you forget your password or want to update it
Managing Your Profile InformationYour Profile Information section allows you to view and update your account details, contact information, and company information – ensuring everything tied to your Parts Portal account is accurate and…
Adding & Managing UsersIf you’re a Manager, you can add new users and manage existing ones
Quotes & Orders
Here you can view vendor quotes, review pricing and lead times, and choose to accept or reject each quote
Quotes and OrdersOnce an RFQ is reviewed and priced, it moves to the Quote Orders tab on your dashboard. Here you can view vendor quotes, review pricing and lead times, and choose…
Viewing and Managing Quotes or OrdersViewing more details about a specific quote or order
Communication Tools
Collaborate with vendors in Parts Portal and track all quote and order communications in one place
Messaging with Vendors/ManagersThis section will show you how to collaborate with your vendors in Parts Portal and track communication by quote or order.
Understanding Promotions & DiscountsThis section will show you how to stay in the loop on vendor promotions and apply discount codes to quotes & orders.
Creating and Submitting an RFQ
The Request for Quote (RFQ) process allows you to submit a new part request or re-quote an existing part directly through Parts Portal. This section walks you through how to create, complete, and submit an RFQ for manager or vendor review
Creating a New Part RFQHelpful steps to guide you through a successful New Part RFQ.
Tracking RFQ ProgressAfter you’ve submitted your RFQ, you can easily monitor its progress at any time through the Quotes Orders > RFQs tab. Each RFQ moves through specific status stages, allowing you…
Part Reorder WorkflowIf you need to request updated pricing or quantities for a part you’ve previously quoted, use the Reorder Part option instead of starting a new request