https://www.youtube.com/watch?v=6UYYg_B3W6Q
Objective
To provide a clear and structured process for team members to initiate a Request for Quotes (RFQ) on products, ensuring accuracy and efficiency in obtaining manufacturing quotes
Key Steps
- Log In and Access Products
- Log into the system with your user credentials
- Navigate to the "Products" section to locate the product for which you want to initiate an RFQ
- Select the Product
- Identify the specific product you wish to request quotes for
- Click on the product to view its details
- Initiate the RFQ
- Once in the product view, locate and click on the "Request for Quote" tab
- Review any past or current RFQs associated with the product
- Create a New RFQ
- Click on the blue "Create Request" button to start the RFQ process
- You will see three tabs:
- RFQ Details: Fill in the necessary information about the RFQ
- Scope of Work: Review the information provided by the IP owner. This section includes detailed instructions for the manufacturer on how to produce the parts
- ITP (Inspection and Test Plan): Review the quality control testing requirements that the manufacturer must adhere to during production
- Review Product Information
- On the right-hand side, utilize the information pane to view high-level product details.
- Click "View Product" to see a summary of the product data. Click again to return to the RFQ creation page
- Complete and Submit RFQ
- Ensure all required fields are filled out accurately in the RFQ Details tab
- Double-check the Scope of Work and ITP for completeness
- Submit the RFQ for processing
Cautionary Notes
- Ensure that all information entered in the RFQ is accurate and complete to avoid delays or misunderstandings with manufacturers
- Be aware of any deadlines for RFQ submissions to ensure timely responses from manufacturers
Tips for Efficiency
- Familiarize yourself with the product details and previous RFQs to streamline the process