Requests for quotation (RFQ): how does it work?

Creating a request for quotation

1. Click " Create RFQ".

2. Complete the form:

Select a vendor (only vendors taking part in RFQ can be selected).
Describe the request.
Optional: attach a file (e.g. photos, data sheets, drawings).

3. Send the request to the selected vendor.

Note:

If a vendor cannot be selected, check the assortment restrictions.
Preferred vendors can be enabled for this function free of charge.

Processing quotations

After sending, the request appears in the overview.
As soon as the vendor replies:
- simpleAI reads the quotation automatically.

- This creates orderable articles (automatically or manually).
- Article data can be adjusted individually.
Add the articles to the shopping cart to start the usual ordering process.

Process integration

Requests for quotation draw on the existing procurement policies:

Minimum and maximum order values
Approval processes
User-based or account-assignment-based budgets

This keeps the entire workflow consistent with your company policies.

Overview and status messages

In the overview you can see:

Your own requests for quotation
All requests in the company account

Status indicators:

Reply received
Quotation received
Order created

Summary

The request for quotation module lets you flexibly cover requirements that are not included in the standard catalogue. From the request through checking the quotation to the order, everything runs in an integrated way via simple system.

Requests for quotation (RFQ): how does it work?

The request for quotation module (RFQ) allows you to request quotations from vendors for articles that are not stored in the catalogue. This function supports project-related requirements, special requests or manufactured goods and integrates seamlessly into the existing ordering process.