Converting assigned Draft RFQ into a published RFQ

In the tab of Drafted RFx, you will find a list of all drafted RFx, on the Draft you want review, edit and publish, Click on "Edit & Publish" button

Select the RFx type (RFQ, Sealed RFQ, RFP, or RFI)

Here to define the deadline of receiving quotations/offers from suppliers who will be invited to this RFQ.

Pick the date you want to be selected as teh deadline of the RFQ

Define which time exactly you want to stop receiving quotations/offers after.

Define the RFQ priority (Low, Medium, Important, and Critical).

Some times you may need to allow receiving quotations/offers after deadline specified earlier, if so select Yes.

Write down any internal note to yourself, or to anyone will have an acess to the RFQ from your company.

The category will be preselected (as imported from the ERP), select the sub-category from the dropdown menu.

Teams will be assigned based on the configurations in the account settings.

You can allow/disallow the suppliers to offer an alternative item to the one requested, by enabling this either per item or at the RFQ level.

if you want to upload an attachement for this item as a reference for the suppliers, click on the attachement icon

if you want you can add a general description or upload any document about this RFQ to the reqeust for your supplier to see and review.

Here you can select which evaluation criteria will be used in this RFQ comparison report, all the criteria should have been configured in the account setup prior to this step.

Click on "Price Only" from example

if you want to allow access to this RFQ to other users from your company, you can select them from this dropdown menu.

Click on "Abo-bakr Gamal shaker hussein" for example

Each RFQ has techncial evaluators, primary which will mainly the requester of the PR item (you can override it and select another evaluator)

Click on "Walid samy elsayed ibrahim Korkor" for example

The secondary evalutor will reviwe the first evaluator scoring and either confirm, or override some item scores, you can select it from this dropdown menu.

Click on "Abo-bakr Gamal shaker hussein" for exmaple

Click here

in some companies, the suppliers has to submit also a pdf version of their offer, here you can either enable/disable that.

if your RFQ may receive quotation with a different currency than your main currency, allow the suppliers to submit quotations/offers with the currency you want.

Click on "+" Add More Currencies

Select he currency you want from the drpdown list, define its exchange rate to your main currency

Click on "US Dollar (USD)" for example

Add the official exchange rate

You can add Terms for this RFQ by writing them here in different lines

Or you can add them from a predefined terms from your company settings

Click on "General RFQ Conditions"

Review the terms then click Import

If you want to allow our Automated Negotitaion Engine to do the negotiation for you click *Yes *

During the automatic negotiation, you can select the way the engine will use to determine the comparing price (either a taregt price per item which you can add in the items table earlier, or vs another competing supplier submitted offer)

Click on "Next" to move to step 2

Here you can add the suppliers to this RFQ, Click on "Import From My Supplier Lists"

Click on "Equipment.General.Burner.General" for example

Click on "Import"

You can add a new supplier (not in your supplier lists), by adding their name, their mobile and email.

You can add other suppliers to this RFQ

Click on "Supplier Management"

Click on "Next"

The last step, review all the information of the RFQ then Click on "Publish RFx"

Your RFQ published and shared with the added suppliers, to check the details of the ongoing RFQ click on "Show Your Sourcing Events"

Select the RFQ, then click "Check Details"

Done 🚀