📋 Request for Quotation (RFQ)

📘 Introduction

The RFQ page allows administrators to manage Requests for Quotation (RFQs) related to Bills of Quantities. It provides functionalities to create, filter, and review RFQs efficiently.

📑 Table Columns

• Number: Unique identifier for the RFQ.
• Reference Number: Internal or project-specific reference code.
• Date: Indicates when the RFQ was created.
• Status: Shows the current stage of the RFQ (e.g., Draft).
• Current Step: Describes the next action or phase in the RFQ process.

⚙️ Features

• Entries Per Page: Displays paginated results.
• Pagination: Navigate through records using pagination buttons.
• Delete Selected: Remove selected RFQs.

🔍 Filtering RFQs

1. Click Filter to open the filter panel.
2. Apply filters such as:
   • Number
   • Reference Number
   • Date Range
   • Project
   • Location
   • Customer
3. Click Search to view results.

🆕 Creating an RFQ

1. Click Create on the menu bar.
2. Fill in the fields:
   • RFQ Number (Auto-generated)
   • Date (Defaults to current date)
   • Customer
   • Reference Number
   • Customer Representative
   • RFQ Name
   • Ownership
   • RFQ Date
   • Due Date

➕ Adding Items

• Using Templates
• Add Existing Item
• Add New Item
• Get Reference Items
• Import Excel File
• Download Empty Excel

🚀 Actions

• Save: Save the RFQ draft.
• Submit: Finalize and send for processing.

💡 Tips for Efficiency

• Monitor Draft status to avoid delays.
• Use filters for faster navigation.
• Always verify data before submission.