Request a Quote

Users can request quotes from suppliers for products that are not already available or suitable within the store.

The process is as follows:

1. A request for quotation (RFQ) can be created with the Request a Quote button and requires just a few bits of information, but a wide range of optional, additional information can be included, from file attachments to custom attributes.
2. Suppliers provide quotes that can also have a variety of additional information.
3. Shop users can then award the RFQ item/s to a supplier or multiple suppliers and immeadiately add the item/s to their shopping cart.

To create a new RFQ:

1. Click the Request a Quote button from the landing page or next to the search bar on any other page, then enter a query on the following page. The button can also be clicked with a query already provided, in which case it will proceed directly to the product results stage.

2. Review any available products that are returned. If none are suitable, then click None of these are suitable -> to proceed with creating an RFQ.

3. Enter or edit the request information fields. The required fields will be pre-populated but can be adjusted. One or more custom attributes can be added by clicking Add attributes. Comments for the supplier/s can be added by clicking Add comments For further information on the fields, see here.

4. Enter or edit the fields for the first item in the Add Items section. The category will be pre-selected based on the contents of the query, but can be adjusted. Any mandatory suppliers for the selected category will be already selected. Additional preferred (or otherwise) suppliers can be selected by searching for and selecting them. Mandatory and preferred suppliers are configured for specific categories by procurement. For further information on the fields, see here.

5. Optionally add additional item information such as a manufacturer, MPN, comments, item attributes and any file attachments. For further information on the fields, see here.

6. Use the + Add another item button to add any additional items, and populate each item until the section is ✅ Complete.

7. Click Next to review a summary of the entered request details, including any additional item information such as comments and attachments.

8. Click Submit to complete the request and submit it to the selected suppliers. Each supplier will recieve the request information along with the item information for just the items they were included for.

Existing RFQs can be viewed by navigating to the My Quotes page. Clicking on a row will take you to the full details for that RFQ. Clicking Item Details will show the full submitted details for that item.

When requesting a quote, a buyer will be able to select from a list of suppliers that have given permission to receive RFQs for the country of the buyer's punchout. If RFQ Settings have been configured by procurement, then some or all of these suppliers may be auto-selected or assigned tags to aid buyer selection.