# RQF Customer

### **Module Guide: Customer RFQ**

#### **Module Location**

#### Sales > Quotation > Customer RFQ

#### **Module Objective**

#### 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.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/WZWimage.png)

#### **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. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/ijmimage.png)

#### **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.   
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/SN4image.png)
- #### **External RFQ Number**: Enter the RFQ reference number from the document provided by the customer. This is important for matching documents. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/DRfimage.png)
- #### **RFQ Date**: Select the date the RFQ was received. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Hx9image.png)
- #### **Sales Person**: Assign the salesperson responsible for handling this request. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/rOwimage.png)

#### **Step 3: Detail the Requested Items**

#### Use the detail table at the bottom to list all the products and quantities requested by the customer:

1. #### Click the **\[+\] Multiple Item \[-\]** link to add or remove rows. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/upZimage.png)
2. #### 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. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/txdimage.png)

### **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.