https://www.youtube.com/watch?v=PFWLY-rGp1w
Objective
To provide a clear and concise procedure for sending a Request for Quotation (RFQ) to selected factories, ensuring that all necessary details are completed and minimizing errors in the process
Key Steps
- Complete RFQ Details:
- Ensure all RFQ details, scope of work, and ITP are fully completed
- Select Factories:
- Confirm that the factories you wish to invite for quotes are properly added to the RFQ
- Save the RFQ:
- Click the 'Save' button to save your progress. Note that this action does not send the RFQ to the factories
- Verify RFQ Status:
- Look for the confirmation message in the green box at the top of the screen indicating that the RFQ has been created
- Send the RFQ:
- Click the 'Send' button at the bottom of the screen to dispatch the RFQ to the selected factories
- Delete Request (if necessary):
- If you decide not to send the RFQ, you can click the 'Delete Request' button to remove it entirely
Cautionary Notes
- Ensure that all RFQ details are accurate and complete before sending, as sending an incomplete RFQ may lead to misunderstandings or incorrect quotes from factories
- Double-check the list of selected factories to avoid sending the RFQ to unintended recipients
Tips for Efficiency
- Save your work frequently throughout the process to avoid losing any information
- Before sending, review the RFQ details and factory list with a colleague to catch any potential errors