Request for Quotation

An overview of the Request for Quotation tab of a project in Texada iMACS.

Overview

RFQs apply to the Equipment and External Services classes on the stock level. RFQS can be viewed on the project level as well. You can create a RFQ from the RFQ tab in the Equipment class, or in the Outstanding items list from the PO tab in both Equipment and External Services classes. A RFQ can only be printed when the status is Issued. Once the status has been changed to Issued, no changes can be made.

Creating a Request for Quotation

To create a RFQ, click the New RFQ button. The response required by field is optional. To add parts to the RFQ, click the Search button. The Parts Search window will pop up. Search for a part and click the Add button next to the part to be added to the RFQ. Enter the quantity and click the Save button. A RFQ number has been generated, and the Status set to Pending.

Editing a Request for Quotation

To edit the RFQ header information, click the Edit button. After the information has been updated, click Save.

Manufacturer Parts

You can list multiple parts for a RFQ. To add a part to the RFQ, click the Add button, search for a part, and click the Save button. Enter the quantity and click Save. To remove a part, uncheck the checkbox.

Suppliers

You can list multiple suppliers for a RFQ. To add a supplier to the RFQ, click the Add New button. Search for a supplier, and click the Add button. The window will then display all the contact listed for the supplier you chose. Click the Add button next to the contacts you want to use. To delete a supplier, click the delete button.

Printing

A RFQ can only be printed when the status is Issued. Click the Print button next to the suppliers listed.