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Create a Quote

Respond to a Request for Quotation (RFQ).

  • quotations-rfqs-listView the list of requests for quotation (RFQs).
  • quotations-rfqs-showView the details of a request for quotation.
  • quotations-rfqs-rejectReject a request for quotation.
  • quotations-createCreate quotations in response to an RFQ.
  • quotations-showView the details of a quotation.
  • quotations-updateEdit a submitted quotation.
  • quotations-declineDecline an awarded quotation.

Follow along to create a quote in response to an RFQ.

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Overview​

You can create a quotation to respond to an RFQ that you have been selected for. To view all RFQs, select Quotes in the navigation. Filter by the Received status to see open RFQs that you can quote for.

Creating a Quotation​

  1. Select an open RFQ to view its details. The Request Info section contains key RFQ information, including any extra comments, attributes, or attachments. The Line Items section contains the details for each item, including any additional comments, attachments, or attributes specific to each item.
  1. Fill out the required item fields for each item you want to quote for. You do not have to quote for all items. For more details on the fields, see here.
  1. Add any additional item details such as comments or attachments by selecting the buttons at the bottom of each item. For more details on the fields, see here.
  1. Once all items are complete, select Send Quote. The status updates to Responded. You can optionally convert any quoted items into a product in your catalogue at this point, or do so later.

Rejecting an RFQ​

Rejecting an RFQ lets the customer know that you will not quote for any items. The status updates to Rejected. This cannot be undone. To reject an RFQ, open the details page and select Reject Quote.

Cancelling an Item Quote​

To cancel a provided quote for a specific item, go to the details page and select Cancel for the relevant item. The status of that item updates to Cancelled.

Declining an Awarded Item Quote​

If a quote for a specific item has already been awarded but you can no longer fulfil it, select Decline for the relevant item. The status of that item updates to Declined.

Understanding Fields​

Quotation Item Fields​

FieldDescriptionRequired
SKUA stock-keeping unit code.Yes
UNSPSCUnited Nations Standard Products and Services Code.Yes
CurrencyThe currency of the unit price.Yes
Unit PriceThe quoted price per unit of quantity.Yes
Unit LabelThe unit of measure shown on the invoice.Yes
Min. QuantityThe minimum quantity required for the quote to apply.Yes
Delivery DaysTime in days to deliver the item.Yes
Expires AtDate and time when the quote expires.No

Additional Quotation Item Fields​

FieldDescriptionRequired
Attributes (metadata)Additional item attributes.Yes
CommentsA message visible to the buyer.Yes
ReferenceA supplier-provided reference.No
AttachmentsUp to 10 files that can be attached.Yes

RFQ Fields (from buyer)​

FieldDescriptionRequired
TitleA descriptive title for the RFQ.Yes
Close by date & timeWhen the RFQ will automatically close.Yes
Delivered byWhen the items are needed.Yes
UrgencyRFQ priority: Normal, Rush, or Emergency.Yes
External IDOptional ID for internal tracking.No
Attributes (Metadata)Additional attributes the buyer includes.No

Item Fields (from buyer)​

FieldDescriptionRequired
NameThe name of the desired item.Yes
CategoryStore category for the item.Yes
QuantityThe quantity needed.Yes
Benchmark PriceDesired price per unit (optional).No
SuppliersSuppliers selected for the RFQ.Yes

Additional Item Fields (from buyer)​

FieldDescriptionRequired
Attributes (metadata)Additional item attributes.No
MPNManufacturer Part Number.No
ManufacturerManufacturer of the item.No
Internal Part #Internally used part number.No
CommentsA message for selected suppliers.No
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