https://www.youtube.com/watch?v=KNUioteLtyQ
Objective
To provide a clear and concise step-by-step guide for team members on how to complete the RFQ (Request for Quotation) details accurately, ensuring effective communication with manufacturers and minimizing errors
Key Steps
- Identify Required Fields:
- Look for fields marked with a red asterisk (*) as these are mandatory
- Enter Indicative Order Quantity:
- Input an indicative order quantity in the designated field. Note: This is not a commitment, but an indication of your likely order size
- Select Currency:
- Choose the appropriate currency for the RFQ
- Set Maximum Lead Time:
- Enter the maximum lead time you are willing to accept from the manufacturer. This should be the maximum number of days you expect to wait for the order
- Specify Deadline Date:
- Input the deadline date by which all offers must be submitted by manufacturers. Ensure this date gives manufacturers enough time to respond
- One-Time Quote Checkbox:
- Decide whether to check the "One-time quote" box. If checked, it indicates that this is a request for a single quote only
- Most cases will leave this unchecked to allow for repeat orders
- Contact Person Information:
- Enter the name and contact details of the person who will be the point of contact for any questions the manufacturer may have regarding the RFQ
Cautionary Notes
- Ensure that all required fields are filled out completely to avoid delays in processing the RFQ
- Double-check the indicative order quantity and lead time to ensure they reflect your actual needs
- Be mindful of the deadline date; it should be realistic and considerate of the manufacturers' response times
Tips for Efficiency
- Utilize reminders or calendar alerts for deadline dates to ensure timely follow-ups with manufacturers