2.1: How to Create a Request for Quotation(RFQ).

How to Create a Request for Quotation(RFQ).

A Request for Quotation (RFQ) is created when you want to buy either finished products or raw materials from your suppliers.
Follow the following steps to create a (RFQ).

Step 1.In the apps menu, click on the purchase module as shown below.

Step 2. In the new page that opens up, click on create as shown below.

Step 3. On the next page that open up,fill in the details of the vendor such as their name and vendor reference : which is the invoice number they would have generated from your purchase order.

Step 4. Click on “Add a line ” and select the product you wish to purchase, the Quantity needed and unit price of each quantity.

Step 5. Select where these product s will be delivered and in this case they will be delivered in Eldoret.

Step 6. Click send by email or print RFQ. When done that, there is no need to save but incase your communication protocol with the supplier is different, click on save then confirm the Order as shown below.

On successful sending the RFQ, your RFQ will be displayed as follows having different status as per your previous action.



Next: How to Create a Purchase Order