Request for Quotation

A Request for Quotation is a document that an organization sends to one or more suppliers asking a quotation for items.

Buying Flow

To access Request for Quotation, go to:

Home > Buying > Purchasing > Request for Quotation

1. Prerequisites

Before creating and using a Request for Quotation, it is advised that you create the following first:

2. How to create a Request For Quotation

  1. Go to the Request For Quotation list, click on New.
  2. Enter the date.
  3. Choose the Supplier to whom the Request for Quotation is to be sent.
  4. In the next table, enter items, quantity and the target warehouse where you'll be sending the items.
  5. Warehouse can be left blank if 'Maintain Stock' is unticked for the item.
  6. Save and submit.

Create RFQ

A Request for Quotation (RFQ) can also be created from a submitted Material Request. Once an RFQ is created, you can print and send suppliers the PDF which will have all the details you entered relevant to the RFQ. You can also get t