3.1 Initiate RFQ on a Part

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

1. 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
2. Select the Product
   • Identify the specific product you wish to request quotes for
   • Click on the product to view its details
3. 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
4. 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
5. 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
6. 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