Once an RFQ has been sent out to suppliers and is in Open status, you can update following fields via the Edit function on the Actions menu:
- Title and Req ID
- Close Date and Time
- Shipping Address
- Payment Type
- Invite additional suppliers
- Notes to Supplier
- Attach additional files
Choose the open request and select Actions > Edit. This will bring you to a screen wherein the above fields can be added to and changed. Once you are satisfied with the changes, you can select Save and Send to update the RFQ and choose whether or not to notify suppliers of the changes you made.
You cannot change the description, quantity, or items on the request once it has been moved to Open status. If you need to change these fields, you will have to cancel this request and create a new one. This ensures that suppliers have the most accurate information when submitting bids.
The Change close date function allows you to push the close date for the request out. You can choose whether or not you want suppliers to be notified of this new close date.
You can also make a copy of your request by using the Clone function on the Actions menu. This will create a new RFQ in Draft status as a duplicate of the cloned RFQ, allowing you to add to or update any necessary information before sending it out to suppliers.
You can close a request before the scheduled close date using the Close function.
The Add Offline Quote feature allows you to record pricing on behalf of suppliers. Learn more about this feature here: Awarding to an Offline Supplier in Fairmarkit.
The Add Requester feature allows you to associate this RFQ to a Requester user who will then be able to view your RFQ, provide Internal Notes, and communicate with suppliers. Learn more about this feature here: Adding a Requester to an RFQ.
In order to cancel the request, use the Cancel function within the Actions menu. This will send a cancellation notice to all suppliers, and alert those who have already submitted a bid that it is no longer valid.
Then open a new request with the Request Quotes button and update the quantities, description, part numbers, etc. and send it out to the same group of suppliers.
Supervisors can reassign an RFQ to another user with the Reassign function.
You can Print or Download the RFQ as a PDF or Excel spreadsheet as well.
The RFQ Log will show you an audit trail of the RFQ's history.
Please don't hesitate to reach out to us at email@example.com if you have any questions.