RFQ - View/Edit - Send Request

Updated 1 week ago by Customer Service

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The Send Request function is available if the RFQ is in a Draft Status. See RFQ - View/Edit - Draft Status for more information.

A Draft RFQ is one that has not yet been sent to a Company/Contact.

To Send a request for a quote to the Company/Contact entered:

View or Edit the RFQ, see the following for the appropriate list the view/edit is being invoked from:
Change Request Specific RFQs - View/Edit
OR
Change Requests - List of all RFQs - View/Edit
The RFQ - View/Edit form displays. See RFQ - View/Edit - Layout and Navigation - Draft Status for more information on the layout.
If not already entered, enter the Company/Contact, see RFQ - View/Edit - General Information.
Click on the Send Request button.
A message is displayed indicating the RFQ was sent.
The Status is set to Pricing.
The form changes to the Pricing Layout, see RFQ - View/Edit - Layout and Navigation - Pricing Status.
Continue editing the RFQ, see More Information below.
OR
Click the Close button to close the RFQ form, see Next Steps below.

Manually set the Status of the RFQ to another Status

Delete the RFQ, see RFQ - Delete.

The list the View/Edit was invoked from displays.

If it was invoked from the Change Request - View/Edit form via the RFQs component, see Change Request Specific RFQs - Overview.
If it was invoked from the Change Requests on the Project Navigation Menu and via the RFQs in the Lists Navigation Menu, see Change Requests - List of all RFQs - Overview.