RFQ MODIFY/VIEW

The RFQ Modify/View module allows users to manage existing Request for Quotations (RFQs). After an RFQ is created, it automatically appears in this section, where users can:

  • View RFQ details
  • Edit RFQ information
  • Complete and release RFQ-related processes
  1. Go to Sales & Marketing from the main menu.
  2. Select Modify/View under the RFQ section.

STEPS TO MODIFY/VIEW

This will open a page displaying all created RFQ records.

MODIFY/VIEW PAGE

Actions

MODIFY VIEW ACTION

Edit

Click the Edit icon to modify fields within the selected RFQ.

View

Click the Eye icon to view detailed information of a specific RFQ.

CS

Click the CS icon to enter item-level details for the RFQ.

Click the CS icon to manage RFQ item details.

CS PAGE

  • Item Number: Enter the relevant item code.
  • Quantity: Specify the quantity.
  • Description: Provide a brief description of the item.
  • Click Add to save the item.

To Release CS:

  1. After adding the item, click the CS icon again.
  2. Select the checkbox for the item you want to release.
  3. Click the Release button.
  4. Once the CS status changes to Fully Released, you can proceed to Engineering.

Engineering Section (Engg)

Click the Engg icon to access engineering-related actions.

ENGG PAGE

  1. Select the item released in the CS section by checking the corresponding box.
  2. Click the Release button to mark it as Engg Released.

Toolbar Features

ICONS

Icon Feature Description
➕ Add Add Record Create a new RFQ record
📊 Export Export to Excel Download the RFQ data as an Excel spreadsheet
🔍 Search Search Input Filter RFQ by entering keywords (searches across all columns)
🔄 Refresh Refresh Data Reload the RFQ table to display the latest data
🏠 Home Navigate Home Return to the application home page
⬅️ Back Go Back Navigate to the previous page