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Last modified on 1/13/2014 7:57 AM by User.

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Original Quotes - Sending a Manufacturer Request for Quotation

Sending a Manufacturer Request for Quotation

Overview

Sending a manufacturer request for quotation (RFQ) using O2O is as easy as sending an email. To allow O2O to work with the original quote system most users are familiar with, we added a new menu item - just press it and follow the instructions.

NOTE: This document is for Projects 1/Quotes 1. This module of Oasis will be phased out soon. Please use Projects 2 instead.

Create the Quote

Create a quote as normal. If an item needs to be unit priced and you need to indicate that the manufacturer should meet a given price for the item, key the price (the target price) into the MFG Target column (this is optional):

Send the RFQ

From the file menu, select "Share":

Select "Send RFQ to Factory" and press Ok:

Select the manufacturer to send the request to (only one manufacturer on this quote - so only that entry shows with the related contacts). It is best to select the contact to send the quote to and press "Ok":

The standard price request form is always created (above). Click on the .o2o file to see a view of the raw data to be sent to the manufacturer: