Create an RFQ

When a PO is created and left in Draft status, the header of the Purchase Order will read as “RFQ”

This document PDF can be sent out to your vendors as needed.

When a vendor and pricing is confirmed, simply adjust the unit price and details of the PO, set the status of the PO to “Order” (under “Actions) and the header will change to read as “Purchase Order” with the matching document number.

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Vendor email responses or attachments can be added to the PO details under File Attachments or Notes

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Using a “Request for Quote” Vendor

1. Setup a vendor “Request for Quote” (or something else of your choosing) to be used exclusively for material quotes.
2. Create a PO for the “RFQ” vendor, keep it in a draft status, and email it out to as many vendors as needed.
3. When you know the vendor you want to go with, edit the vendor on the PO, update the price and then move to “Order” status. Then you can send out your PO confirmation with that vendor information on the PO.