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Add and delete items from the RFQ

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When you add an item to the RFQ the item is, as default, not requested from any supplier on the RFQ. You have to manually define from which supplier you want to request the item. Refer to Include items.

When you delete an item, the item is completely removed from the RFQ.

Tip: If one item should not be included on the RFQ sent to one particular supplier, the item has to be excluded from that supplier. See Exclude an item from one of the suppliers on the RFQ for further information.

  1. Select the Work with requests for quote menu item.

    2. Add items

  2. You access Work with requests for quote, RFQ-headers. Select the RFQ to which you want to add items and click Lines.
  3. You access RFQ-lines. Click Add.
  4. You access RFQ-line. Complete the following fields:
    5. Item
    Enter the item you want to add to the RFQ. Tip: If the item for which you are requesting a quotation does not exist in the Item file, leave this field blank and complete the Description field instead. Refer to step 6 below for adding temporary items.
    Description
    If you entered an item in the above field, the item description is automatically retrieved from the Item file. If you are requiring a quotation of an item that does not exist in your regular assortment, i.e. not registered in the Item file, enter the description of the item in this field. Refer to step 6 below for adding temporary items.

    For a description of the remaining fields on this panel, refer to the Panel help.

    Click OK.

  5. You remain on the same panel and the item description and default purchase unit has been retrieved from the Item file. Click OK to confirm. (Click Back to stop adding items).
  6. You return to RFQ-lines. The item is now added.

    7. Add a temporary item
    You can request a quotation for items that currently do not exist in the Item file. This is useful when you are requesting quotes for a potential item.

  7. On the RFQ-lines panel, click Add.
  8. You access RFQ-line. Complete the following fields:
    9. Description
    Enter the description of the item for which you are requesting a quote. Tip: If you need to describe the item further, click External text to access the Text Editor where you can enter more text. See About working with texts in the Text Editor for more information.
    Unit
    Enter the unit in which you want the purchase price to be expressed.

    Click OK and then Back.

  9. You return to RFQ-lines and the temporary item is now added. Note: Item codes will not be displayed below the Item column heading for the temporary item.

    10. Delete an item
    The following steps describe how to remove an item from the entire RFQ.

  10. Select the item you want to remove and click Delete.
  11. You access Deletion of RFQ-lines. Click OK to confirm the deletion.
  12. You return to RFQ-lines and the item is now deleted. The existing item that was added will be requested from all suppliers and the item that was deleted is not sent to any supplier.

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