Help Centre

How to review the pricing schedule

During RFQ creation you are able to set pricing requirements, including a pricing schedule. This means that vendors will have provided their quotes according to your template.

Reviewing the pricing schedule comparison

To review the pricing schedule comparison:

  1. Navigate to Projects & Quotes > Requests for Quotation from your Felix dashboard
  2. Locate the RFQ you would like to review responses for
  3. Hover over the more icon beside the relevant RFQ
  4. Select View Details from the drop-down menu
  5. Navigate to the Quotes tab of the RFQ
  6. Locate the individual package that you would like to view
  7. Click the Pricing Schedule Comparison button

Adjusting the pricing schedule comparison

To manually adjust pricing in the pricing schedule comparison:

  1. Open the Pricing Schedule Comparison using the steps above
  2. Click the Manually Adjusted Pricing button to switch the comparison table to manual adjustment mode
  3. Locate the item you would like to adjust
  4. Click the Edit icon next to the relevant line item to unlock the Quantity and Rates fields
  5. Edit the fields as required
  6. Click the Save button

Note:  Manually adjusted pricing appears in blue text in the comparison table to indicate that it has been updated.

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