Getting Started with Procurement

User Guide › Procurement

Your First Task: Create an RFQ

Create an RFQ to request supplier pricing or terms for goods or services you need to procure.

What You Can Do

• Select + RFQ to create a new request for quotation.
• Select Send RFQ To Sub-supplier to send an RFQ to a sub-supplier.
• Select Direct P.O. to begin a direct purchase order process.

Create Your First RFQ

1. Open Procurement.
2. Select + RFQ.
3. Complete the RFQ details required for the goods or services you want to purchase.
4. Select Save to keep the RFQ open for further work, or select Save and Close to save it and return to Procurement.

Confirm the Result

After saving, your RFQ is available from RFQs in Procurement. You can open it to review the request or continue processing it.

Next Steps

Open the RFQ and select Send RFQ To Sub-supplier when it is ready to be sent for supplier pricing or terms.

Related pages

• Procurement — Overview
• Procurement
• Procurement — Learning Path
• Send Inquiry to Suppliers
• Convert Offer to Purchase Order
• Initiate Goods Receiving
• Procurement List
• Material Requisition
• For Internal Use
• List Material Requisitions