Help Centre

How to Create an RFQ from a Package

Creating an RFQ from a package can be done in a procurement schedule.

Creating an RFQ from a package

To create an RFQ:

  1. Select the package which you will be adding an RFQ for.
  2. Hover over the package title.
  3. Click the small down arrow that appears on hover.
  4. Select Create RFQ from the dropdown menu.

  5. Select which Folder the RFQ will be created to from the dropdown menu.
  6. Select the project details which you would like to be copied into the request by clicking the checkboxes.
  7. Click the Create button. You will be taken to a new page to create the RFQ.

  8. In RFQ Summary tab, fill out the required fields.
    • Project - This is auto-populated.
    • Folder - This is auto-populated.
    • RFQ Name - This is auto-populated.
    • Tender Closing Date
    • Country
    • Site Area/Region
    • Close Date Settings
      • Select a single date for this RFQ - Select this to have one deadline for all services included in the RFQ.
      • Use separate dates for each service - Select this to set different deadlines for each service.
  9. Click the Next: Documents button.
  10. In Documents tab, upload all relevant documents for the RFQ. This can be skipped if there is no document to upload.
  11. Click the Next: Add Services button.
  12. In Add Services tab, you can edit the service/s you have selected under Selected Services section by clicking the edit icon. If you want to add a service, click the search bar or enter the service you want to add to search.
    • The Pricing Requirements section is required to fill out.
  13. Click the Next button.
  14. In Vendors List tab, review the RFQ details as well as the vendors that matched to the RFQ.
  15. Click the Next button.
  16. In Approval and Send tab, you can request approval from other organisation users and send the RFQ to vendors for quoting.
  17. Once completed, the RFQ will be linked to the package. You will see this under the RFQ column.

  • You can have multiple packages in a single RFQ.
  • The Approval and Send process requires Approval Workflow feature to be enabled in your organisation.
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