Quoting Workflow - RFQ Quotes
Update pricing, confirm availability, and track progress in the portal.
By Samantha1 author8 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…
- Quoting New PartsThis 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
- Managing Lead Times & Delivery DatesThis guide explains how our system figures out delivery dates. It also shows you how to handle a customer's requested delivery time and how to change a date if you…