Manage Quotes - RFQ and Non-RFQ

Manage quotes in response to RFQs and to Supplier-initiated quotes from MY DOCUMENTS in the Main Menu.

See Documentation Topics:

Complete and Submit a Request for Quote (RFQ) and the Video: RFQ Overview

RFQ and Quotes in Supplier Network Overview

Access an RFQ Quote

Access your RFQ Quotes under Main Menu > MY DOCUMENTS > Requests for Quotes (RFQs).

• Select an RFQ that is open with a non-zero response. 
• Choose an action to perform on a Quote from the list by clicking on it.
• Review the Quote detail page by clicking on the Quote. 
• The Quote detail page allows you to view information on supplier, the status of the quote, and the quote details.

Supplier-initiated Quotes (non-RFQ Quotes)

Access supplier-initiated quotes from the Main Menu > MY DOCUMENTS > Supplier-initiated Quotes. 

• The Supplier-initiated Quote grid allows the you to view and perform actions on a Quote.
• Quotes may be sent to multiple recipients.
• The display of Quotes can be refined by using the Filter fields.
  Note: information in RFQs and associated messages is presented in the viewer's preferred language as configured in the Admin Control Panel.

Quote Status

Both RFQ and Non-RFQ Quotes have the same status workflow.

Active - A Quote is in Active status when it is created.

Accepted - A Quote moves from an Active to Accepted status when any Buyer accepts the Quote.

Rejected - A Quote moves from an Active to a Rejected status when any Buyer rejects the Quote.

Expired - A Quote moves from an Active to an Expired status when the "Valid Until" date has passed.

Canceled - A Quote moves from an Active to a Canceled Status when the Supplier cancels the quote or the Buyer cancels the related RFQ.

Ordered - a Quote moves to Ordered status once the new Request that contains the item from Supplier Initiated Quote is submitted. Please note that the System will not revert Quote status to Active if the Request is denied etc.

Actions performed on quotes

The creator of the RFQ may take action on the Quotes submitted for the RFQ from the RFQ Details page. 

Actions available for a Quote are:

Active Status - View Quote Details, Reject Quote or Accept & Add to Cart. You can either Reject the Quote or Accept it and add it to cart.
When there are multiple recipients for a Non-RFQ Quote, any of them may Accept and Add to Cart.

Accepted Status - Add to Cart. A quote can be added to cart multiple times until it expires.

Reassign - a quote can be reassigned from one buyer to another. To have this option available the user needs to have Reassign Supplier-Initiated Quotes ACL enabled (). By clicking Reassign, a pop-up where another user can be selected will appear. As soon as the Reassign button is clicked in the pop-up the current user will no longer be the recipient of the reassigned quote. The reassigner will be taken back to the Supplier-Innitiated Quotes grid with the notification that the Quote has been reassigned. If the Quote containing more that one recipient - the remaining recipients should remain unchanged. New quote recipient will be notified by email.