Title
RFQs
Tags
Dashboard
Inquiries BOQs
Items

RFQs Page

📄 Request for Quotations (RFQs)

The RFQ page allows you to manage quotation requests for materials, services, or labor efficiently. It helps teams create, track, and review quotation details tied to customer projects.

📋 RFQ List Overview

Record Fields

  • Number: Auto-generated unique identifier.
  • Reference Number: Optional project or external reference.
  • Date: Creation date of the RFQ.
  • Status: Current status (e.g., Draft, Submitted).
  • Current Step: Workflow step the RFQ is currently in.
RFQ Records Table

List of RFQs showing main attributes.

Table Controls

  • Entries per Page: Set the number of visible rows (default: 5).
  • Pagination: Navigate between multiple pages.
  • Delete Selected: Remove unwanted RFQs by selecting them from the list.
RFQ Table Controls

RFQ pagination and action buttons.

🛠 Creating an RFQ

Form Fields

  • RFQ Number: Automatically generated (e.g., RFQ/2025/4/00004).
  • Date: Defaults to today's date.
  • Customer: Select from existing customers or create new.
  • Reference Number: Optional external reference ID.
  • Customer Representative: Contact person name.
  • RFQ Name: Internal title of the RFQ.
  • Ownership: Person or team responsible.
  • RFQ Date / Due Date: Issue and response dates.

Adding Items to RFQ

  • From Template: Load items from saved templates.
  • From Catalog: Select predefined items.
  • Manual Entry: Add custom item lines.
  • Reference Import: Pull items from selected reference.
  • Excel Import: Upload items using Excel (download template first).

Actions

  • Save: Save the draft without submitting.
  • Submit: Proceed with the RFQ workflow.
Create RFQ Form

RFQ creation screen and fields.

🔍 Filtering RFQs

Use filters to narrow your results and locate specific RFQs:

  • Number
  • Reference Number
  • Date Range
  • Project
  • Location
  • Customer

After setting criteria, click Search. Use Clear to reset filters.

RFQ Filter Options

Filter panel for RFQs.

💡 Tips

  1. Review RFQ statuses frequently for follow-ups.
  2. Use templates for faster item entry.
  3. Be careful when deleting records — it's irreversible.

❓ FAQs

Can I edit submitted RFQs?

No. Once submitted, RFQs are locked and move through the workflow process.

What happens if I forget to fill a field?

Mandatory fields will be highlighted. You must complete them before submission.

Can I export RFQs?

Yes. Use the export option (if enabled by admin) to download RFQs as Excel or PDF.

🆘 Need Help?

Contact the system administrator at [email protected] for any issues or access problems.



See also: