The Customer RFQ (Request for Quotation) module is used to record and manage official requests for price quotations received from customers. This module serves as the starting point of the formal sales process, where a customer's request is documented in the system before the company provides an official price offer.
1. Main View (Customer RFQ List)
The main page of this module displays a list of all RFQs that have been received from customers and recorded in the system.
View Explanation & Filters
This page is for viewing and managing all incoming RFQs.
Filters: You can search for a specific RFQ by Customer RFQ Code, Item Category, or a date range (Date From / Date To).
RFQ List: The table below will display all RFQs that match the filters, with columns such as Customer RFQ Code, Customer, Customer RFQ Date, and Customer RFQ Status.
Button Functions
New: The primary button to record a new RFQ received from a customer.
Delete: To delete a selected RFQ data.
Print: To print the details of a selected RFQ.
2. Steps to Create a Customer RFQ
Step 1: Create a New RFQ Record
From the Main View, click the New button to open the Create Customer RFQ form.
Step 2: Fill in Header Information
On the form that appears, fill in the general information regarding the customer's request:
Customer: Select the customer who sent the RFQ.
External RFQ Number: Enter the RFQ reference number from the document provided by the customer. This is important for matching documents.
RFQ Date: Select the date the RFQ was received.
Sales Person: Assign the salesperson responsible for handling this request.
Step 3: Detail the Requested Items
Use the detail table at the bottom to list all the products and quantities requested by the customer:
Click the [+] Multiple Item [-] link to add or remove rows.
Fill in the Item Code and Quantity columns according to the customer's request document.
Step 4: Save the RFQ
After all data is filled in, click the Save button in the bottom-left section to save the RFQ record into the system.
Tips & Important Notes
Recording a customer's RFQ in this module is a good first step for a structured and documented sales process.
The RFQ data saved here will become the basis for creating the official Quotation document for the customer in the next module.
Always fill in the External RFQ Number field if it is available, to facilitate communication and document matching with the customer.
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