Sending a Manufacturer Request for Quotation

Overview

Sending a manufacturer request for quotation (RFQ) using O2O is as easy as sending an email - once the basic O2O configuration is followed for the manufacturer, follow these steps to send the RFQ.

(NOTE: if the manufacturer has direct integration with OASIS, you will see the "Send Now" screen instead of the Send Message window. Please use the direct send method and not O2O when it is available.)

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):

Press any of the print buttons:

Press "Request for Quotation":

Set Output To to be "Send Message". Then select the manufacturer you need to send an RFQ to. Press "Next":

The attention will default to the "Quoter" setup for the manufacturer. Press the "..." button to change who the RFQ will be sent to. Most users add a note describing what is required on the project and any required price targets. Then press Print:

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:

If everything appears normal, press "Send".