https://www.youtube.com/watch?v=CoGOnQfvtBc
Objective
To provide a clear and concise step-by-step guide for team members to effectively retrieve product data necessary for creating offers in response to Requests for Quotation (RFQs). This SOP aims to reduce misunderstandings and errors while maximizing productivity and accuracy in task execution
Key Steps
- Access the RFQ
- Navigate to the specific RFQ you need to work on
- Open the Information Pane
- Locate the right-hand information pane of the RFQ
- Expand or collapse the pane as needed for better visibility
- View Product Data
- Click on the “View Products” button to access the product data
- Review Summary Screen
- Examine the high-level data provided on the summary screen for an overview of the products
- Access Detailed Product Information
- Click on “View Product” to access detailed information provided by the Intellectual Property (IP) owner
- Check Scoping Details
- Review the “Scoping” tab for:
- Detailed manufacturing instructions
- The name of the item to be completed
- The value assigned to the item
- Any comments or requirements specified by the IP owner
- Inspect the Inspection and Test Plan
- Navigate to the “Inspection and Test Plan” tab to understand the quality control tests required during production
- Review Product Assets
- Go to the “Product Assets” tab to find:
- Preview Media Files (images)
- Attachment files (additional documents)
- Access the IP vault for the 3D model of the part
- Return to RFQ
- After gathering all necessary data, return to the RFQ to begin creating your offer
Cautionary Notes
- Ensure that you double-check the details provided in the Scoping and Inspection tabs, as inaccuracies can lead to production errors
- Always reach out to the contact person listed in the RFQ if you have any questions or need clarification on the request
Tips for Efficiency
- Familiarize yourself with the layout of the RFQ and product data sections to speed up navigation
- Keep a checklist of required data points to ensure you do not miss any critical information
- Document any questions or uncertainties during the process to address them all at once when contacting the RFQ contact person