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Email an RFQ to a supplier

Send the request for quotation to the supplier by email, with the PDF attached.

Purchase 6 steps 1:07 video Purchase - User (Own Documents) or Manager
Where to find it PurchaseOrders

Before you start

Create the RFQ first. See Create a purchase order. Sending needs your company's outgoing email to be set up by an administrator under Settings > Email.

Steps

  1. Open Purchase, search for the RFQ and click it.
  2. Open the actions menu (the three dots next to the number) and click Email RFQ.
  3. To is already filled in with the vendor's email address. Type another address and press Enter to add more people. Use CC and BCC in the same way.
  4. Change the Subject or the Message if you want to. Both are filled in for you.
  5. Keep Attach PDF document ticked, so the supplier receives the full RFQ as a PDF.
  6. Click Send Email.

Note

The video stops before the last click, because the test company has no outgoing mail server. On your own company, the email goes out to the supplier.

Tip

For a confirmed purchase order the same menu has Email Order.

What happens next

When the supplier agrees, open the RFQ and click Confirm. See Create a purchase order.

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