Quoting Workflow - RFQ Quotes
Update pricing, confirm availability, and track progress in the portal.
By Samantha1 author7 articles
Adding Customer PartsVendors can add customer parts individually, import them in bulk, or allow parts to be created automatically through customer RFQs.
Managing Sub-componentsSub-components allow vendors to define parts required to manufacture or assemble a parent part. This feature supports multi-level part structures, improves cost accuracy, and ensures all required materials and operations…
Creating a New Part from a Quote Sub-componentWhen building out a complex quote, you may realize a sub-component doesn't exist in your library yet. Instead of leaving the Quote module to create a part record, you can…
Customer RFQsThis section explains how new part RFQs move through Parts Portal—from customer submission to vendor approval and final outcome.
Customer Reorder on RFQsThis section explains how customer reorders are created from historical part data and how vendors review and price these RFQs inside Parts Portal.
Vendor Initiated QuotesThis section explains when vendors can create quotes on behalf of customers and how those quotes are shared through Parts Portal.
Uploading Material CertificationsThis article will explain how you upload material certifications