Create Request For Quotation – A summary of the activity

Component overview

Pages inside the activity

This activity allows you to create a request for quotation. Request For Quotation(RFQ) is a document from the customer where the data is entered in the system for electronic storage. Based on the item required by the customer, a request for quotation is raised. In this activity, you can record item details given by the customer to prepare a request for quotation. The customer can request for a quotation through various modes namely phone, E-mail, document and fax.

This activity also aids you in specifying the attribute details and important textual information related to quotation. You can also prepare a new quotation based on the request for quotation created.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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Create Request For Quotation

Creating Request For Quotation.

Attach Notes

Specifying Notes.

Specify Attribute

Specifying Attribute Details for each Line item.

Create Quotation

Creating Quotation On Raising RFQ.

Specify Additional Item Details

Specifying Additional Details.

Specify Schedule

Specifying Schedule Details for each Line Item.

Specify Notes

Specifying Notes.

Specify TCD By Item

Specifying Tax/Charges/ Discounts for each Line Item.

Specify TCD By Document

Specifying Tax/Charges/ Discounts for Document.

Specify VAT

Specifying VAT Details.

Specify Quantity Price Break

Specify Price Breaks for the Quantity Quoted.

Specify Promotional Items

Specifying Promotion Items Details for each Line Item.

Specify Attributes

Specifying Attributes Details for each Line Item.