Summary
A Request for Quote (RFQ) is a request initiated by customers for goods or services for which they desire a quoted price. This article outlines how to locate an RFQ, formally accept the invitation, and submit your final quote response.
Prerequisites
Audience: Supplier (Existing User)
Intent: Access, accept, and submit a quote in response to an RFQ.
Access: Must be logged into the Unimarket supplier portal.
Steps: Accessing & Accepting the RFQ
Select Quotes on the left side panel.
Click View Requests for Quote.
The Requests for Quote screen will populate, listing all available RFQs.
Locate the Desired RFQ:
You can customize your search by utilizing the Customer, State, Created Date From, Created Date To, RFQ Name, and/or RFQ ID fields.
Select Search to filter the list.
Once located, select the RFQ Name hyperlink.
The RFQ summary screen will populate, providing details about the request and the customer's contact information (Contact Name, Organization, Contact Email).
Select Accept or Decline.
Results/Validation (Acceptance)
A notification will be sent to the buyer, informing them of your intent to respond (or decline) the RFQ.
Note: If the requestor included supporting documentation, an Attachments tab may be located next to the Header tab for you to view the documents.
Responding to the RFQ (Creating the Quote)
Once you have accepted the RFQ, you can begin building your quote response.
On the RFQ detail screen, select Create Quote or Decline.
The Create Quote screen will populate, allowing you to build your submission:
Attachments: You can attach applicable documents in the Attachments field by selecting Browse.
Add Items: Click +Add New Item to open a pop-up box where you can insert the item details. Mandatory fields include Name, Description, Quantity, UOM, and Unit Price.
Add More Items: If you wish to quote additional items, click Add More before selecting Add.
Once all products and details are entered, click Create to send your quote to the buyer.
What's Next/Related
You can also watch a short video on this process: