JobBOSS | Ideas

Clean up the RFQ module

RFQ module is long overdue for some love

There are a lot of steps to create a RFQ, including duplicate steps

  1. Create an rfq

  2. add the material details to be quoted

  3. Select the contact for each vendor (this should be a default under the vendor)

  4. Send out for quote

  5. Receive quotes

  6. Award vendor

  7. Create a po

  8. lookup the vendor even though you already awarded a vendor

  9. Close the rfq (This should be done when a po is created)

  10. Go to the po

  11. Select a contact, even though this has already been done in the quote

  12. Set the FOB destination (This should be setup in the vendor as a default)

  13. Change the due date to match the due date on the detail tab

  14. Finally, Print and email po

  • Michael David
  • Dec 2 2020
  • Future Consideration
  • Dec 2, 2020

    Admin response

    Hi Michael - thank you for submitting. WIll you please clarify what your suggestion is? Currently, you are listing the steps that you take - which seems like a lot, but are you thinking of something more specific for the idea? One of the reasons we have those steps is so you can provide and track as much detail as you want. Any or all of those steps can be ignored if you don't need that data.

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  • Sandra Schultz commented
    June 21, 2023 13:07

    I don't see the vendor quote ID coming through on the PO for referencing during the creation of the PO. I manually add this in the PO comments area each time.

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  • Michael David commented
    December 02, 2020 20:04

    I was showing how many steps it takes just to send a quote and po

    Steps 3, 8, 9, 11, 12, & 13 should be eliminated

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