This feature allows Buymanager users to send selected quotations to specific suppliers for their review and completion. Suppliers can then provide their pricing and other required information directly in the quotation format you've sent.
Why do you need it?
- Send tailored quotation requests to different suppliers
- Allow suppliers to complete quotations in a structured format
- Compare supplier responses in a standardized way
- Streamline the quotation collection process
- Maintain a clear record of which quotations were sent to which suppliers
Prerequisites and audience
- All Buymanager users who manage RFQs and quotations
- No special administrative rights required
- Particularly useful for buyers and procurement specialists
How it works
You will first need to have created an RFQ and open it.
You can access this feature from the RFQs or the Quotation steps by clicking on the "Send to suppliers" button.
SendRFQ overview:
The send window is similar to other messaging windows, with options to:
- Change the subject line
- Edit the email body
- Use message templates
You can create a template in both French and English to send the corresponding text depending on your supplier's recorded language.
To save a template:
- First, create your text and subject
- Click on "Save a template"
- Choose where you want to save your template (you can create a folder as needed)
You can then click on "load template" to load an existing template
Under the email body, you will also find the overview table. with your supplier´s contacts, and the RFQ sent to them. After you send it the first time, you will also see the last sending date and the number of reminders sent.
The RFQ will be automatically created (as Excel file, according to the RFQ template per default), and will automatically include only the parts selected for each supplier in the previous RFQ creation step.
You can use the "Automatic selection" to select the supplier to which to sent the quotation:
Important Usage Notes
- A warning will appear when a supplier has no selected quotation and therefore won't receive an email
- If you manually deselect a supplier, the automatic selection feature won't override this choice - you'll need to manually reselect the supplier if you want to include them again.