How do I generate a Request For Quote?
In this article, we will show how to generate a Request For Quote (RFQ) and manage from the MainStem platform
- Go to the "Request for Quote" module

- Click/Tap "+ Create New RFQ Draft"
- Populate the following information:
- RFQ Title
- Quote Due Date
- Estimated Award Date
- Project Delivery Due Date
- RFQ Description

- Click/tap "Create New RFQ Draft" button

- Select the Location for the RFQ and click/tap "Create"

- If you would like to allow the entire MainStem Supplier Core to be able to access and bid on this RFQ, click/tap the toggle switch under "List this RFQ to the MainStem Supplier Core"

- Use the "Categories" section to pick from existing or create new categories and get supplier recommendations from the MainStem Supplier Core. Add them to the RFQ by clicking/tapping the Supplier name click/tap "Invite" or click/tap "+ Invite All"

- Pick from existing or create new "Preferred Payment Method" for the RFQ

- On the "Details" tab:
- Click/tap the "Change Address" button to create a new address or select from your address listing to set your Delivery & Billing Addresses

- Click/tap "+ Add URL" button to add any relevant URL links that may be pertinent to the RFQ

- Make any other necessary edits or adjustments & click/tap "Save Changes" button

- On the "Line Items" tab:
- Click/tap "+ Add Line Item" to create RFQ line items

- Enter Item Name/Description, SKU, Quantity Requested, Target Price & any notes and click/tap "Save"

- Repeat the process for all required items

- On the "Files" tab, click/tap "Upload New File" to add any attachments

- On the "Suppliers" tab
- Click/tap "+ Invite Suppliers" to add any additional suppliers

- Enter the email address of the supplier you'd like to invite or select a platform supplier from the dropdown list and click/tap "Invite"

- Review your RFQ and click "Initiate" to send the RFQ to the selected suppliers
