Request for Quotation

A Request for Quotation (RFQ) is a document sent to multiple suppliers asking them to provide pricing for goods or services. It helps you compare offers and select the best supplier.

Creating an RFQ

1. Go to Buying > Request for Quotation and click New.
2. Select the Suppliers you want to quote (one or more).
3. Enter the Required By date.
4. Add items in the Items table:

- Item Code and Description

- Quantity

- UOM (Unit of Measure)

1. Add any Terms and Conditions.
2. Click Save and Submit.

Sending the RFQ

After submitting the RFQ, you can:

• Email it directly to suppliers from YousrERP
• Download as PDF and send manually
• Suppliers receive the RFQ with item specifications and respond with their pricing

Supplier Quotations

When suppliers respond with their pricing:

1. Go to the RFQ and click Create > Supplier Quotation.
2. Enter the quotation details for each supplier.
3. Submit each Supplier Quotation.

Comparing Quotations

YousrERP provides a comparison view to help you select the best supplier:

• Compare prices side-by-side
• Consider delivery times
• Factor in payment terms
• Evaluate supplier ratings

From RFQ to Purchase Order

Once you've selected a supplier:

1. Open the chosen Supplier Quotation.
2. Click Create > Purchase Order.
3. The PO is pre-filled with the quoted prices.
4. Save and Submit.

Related Topics

• Supplier Quotation
• Purchase Order
• Supplier