RFQ CREATE
The RFQ Create module enables users to generate a new Request for Quote by entering essential customer details.
Navigation
- Click on "Sales and Marketing".
- Click on "Create" under "RFQ".
This will open a new tab with the RFQ form.
Prerequisites
Before proceeding, ensure the following is complete:
- Customer Master must be created.
RFQ Form Fields
| Field | Description |
|---|---|
| Customer Name | Select from the dropdown list. |
| Customer Alias Name | Auto-filled based on selected customer. |
| Customer RFQ Number | Manually enter the customer's RFQ number. |
| Request Received Date | Choose the date the RFQ was received (e.g., 02/21/2025). |
| Quote Expected Date | Enter/select the date when the quote is expected to be sent (e.g., 02/23/2025). |
| SBU | Input the Strategic Business Unit relevant to the RFQ. |
Warning
Customer Name, Customer RFQ Number, Request Received Date, Quote Expected Date
Save the RFQ
Click the Save button to confirm and store all the entered RFQ details.