How to Create a New Requirment (RFQ)

Method 1

From Home Screen Select Active Requirements on left under Company Snapshot

From Active Requirements Screen – Click New Requirement on the left under Common Tasks

Complete as many fields as possible as this information will transfer to quick offer, quote, sales order, purchase order, invoice, etc.

Click “Save/Close”

 

Method 2

From Home Screen Select Company Search from Top Ribbons

Search for Company and highlight company requesting RFQ

Select New Requirement on left under Transactions

Complete as many fields as possible as this information will transfer to quick offer, quote, sales order, purchase order, invoice, etc.

Click “Save/Close”

 

Method 3

From Home Screen Select Company Search from Top Ribbons

Search for Company placing the Requirement and open by double clicking on company

Select Requirements tab

Select Add Req

Complete as many fields as possible as this information will transfer to quick offer, quote, sales order, purchase order, invoice, etc.

Click “Save/Close”

Was this helpful?