RFQ Settings

Learn how to effectively manage Request for Quotation (RFQ) responses by configuring user responsibilities across specific stores and regions.

Overview​

RFQ Settings provide granular control over your quote response process. This feature enables you to create structured workflows by defining who can respond to RFQs based on stores and geographic locations.

Key Features​

The RFQ Settings system offers:

• Store-specific Configuration: Customize settings per marketplace
• Regional Control: Define country-specific response teams
• User Assignment: Delegate quote responsibilities
• Multiple Configurations: Support various business scenarios
• Centralized Management: Control all settings from one interface

Creating RFQ Settings​

Initial Setup​

1. Access Quotes
   • Click Quotes in navigation

2. Settings Access
   • Select Quote Settings

3. Create Setting
   • Click New Setting

Configuration Steps​

1. Store Selection Choose target marketplace:
   • Select specific store
   • Review store details
   • Confirm selection

2. User Assignment Define response team:
   • Select qualified users
   • Assign responsibilities
   • Confirm team members

3. Geographic Coverage Set regional scope:
   • Choose target countries
   • Define service areas
   • Confirm coverage

Managing Settings​

Configuration Control​

Access comprehensive management options:

• Edit existing settings
• Remove outdated configurations
• Create new setups
• Monitor active settings

Best Practices​

Configuration Strategy

• Align settings with team expertise
• Consider time zones for coverage
• Match skills to market needs
• Maintain backup assignments

Team Management

• Define clear responsibilities
• Update assignments promptly
• Document configuration logic
• Review settings regularly

Regional Setup

• Consider language requirements
• Account for market differences
• Ensure adequate coverage
• Monitor response times

RFQ Settings Tutorial​

Master RFQ configuration with our comprehensive video guide:

Success Tips​

Optimize your RFQ management:

• Configure settings before connecting to new stores
• Maintain current user assignments
• Document regional configurations
• Review coverage regularly