Create an RFQ

Prerequisites

• An approved Purchase Request exists (recommended but not mandatory)
• At least 2-3 suppliers are registered in the system for competitive bidding

Step-by-Step

1. Navigate to Procurement > Request for Quotation > + New. Or: Open an approved Purchase Request → Click Create > Request for Quotation.
2. Items pre-fill from the PR (if created from PR). Otherwise, add items manually.
3. In the Suppliers table, add the suppliers you want to invite.
4. Set the RFQ Deadline — the date by which suppliers must respond.
5. Add any Terms and Conditions or special instructions for suppliers.
6. Click Save, then Submit.
7. To send the RFQ to suppliers via email, click Send Supplier Emails (if email is configured).

TIP

You can also share the RFQ via the supplier portal, where suppliers can log in and submit their quotations online.

After Sending

Suppliers respond by creating Supplier Quotations against your RFQ. See Evaluate Responses to compare them.

Related Pages

• RFQ Field Reference — All fields explained
• Evaluate Responses — Next step after receiving quotes