Requests for quotes
Open Purchasing → Rfqs in Thermal →
What it's for
Request prices for the same items from several suppliers before choosing one. Open Purchasing → Requests for quotes to create a request or return to an existing one. Open requests for quotes.
Tabs
Requests for quotes is a Purchasing view. Select a request to open its items and vendor comparison. Open the list.
Panels and controls
- New request opens the request form. Add a title, item descriptions and quantities, then choose suppliers.
- Add item adds another requested item; Remove removes an item before saving.
- The list shows each request's Status and its Purchase order after an award.
These controls are on Requests for quotes.
What it accepts
| Field | Format | Required | Rule |
|---|---|---|---|
| Request title | Text | Yes | Up to 200 characters |
| Items | Descriptions and quantities | Yes | Between 1 and 100 items; each quantity is a positive whole number |
| Vendors | Supplier selections | Yes | Between 2 and 20 different suppliers |
The request form checks these limits before saving.
How to configure it
Maintain suppliers in Purchasing → Vendors before creating a request. A supplier email address enables a prepared request email from the saved request; you send that email yourself. Manage purchasing.
Who can see it
You need Purchasing access and permission to view costs. With the default roles, owners and office managers can open the screen. Your company's assigned permissions determine access. See Roles & permissions.