Receiving an RFQ from Signify

This article will explain how to receive an RFQ response from Signify.

Once the quote response is complete, you will receive an email (just like you would if the RFQ had been entered in Signify). Import the quote response from Signify by pressing the “RFQ” button at the top of the quote or project screen in OASIS. When the RFQ button is pressed, the Signify server is scanned for any updates to the RFQ response. (Yellow indicates OASIS already has a response from Signify, but an update request is used to make sure the most up-to-date information is available.)

When the RFQ button is pressed, the Signify server is scanned for the most recent Signify quotes associated with the OASIS quote. If you have never mapped the manufacturer before, you will need to map the manufacturer on the Signify RFQ response to the correct manufacturer in Oasis. 

If multiple quotes are found, a quote list is shown to choose from. Once a quote is selected, the RFQ response screen is shown, where you will need to double click on the quote number to open the RFQ response:

The response screen can be used to append or merge the Signify quote to the OASIS quote. Additionally, different pricing and data may be imported as required.

For Signify quote imports, we recommend the following be checked for most quote imports:

• Sell
• Import notes
• Import Quote Number

One important note for importing RFQ responses from Signify into oasis is whether to "Append to quote" or "Merge with quote."  When users select append to quote, the prices from the RFQ response will be added to the bottom of the original quote line items and their original prices (essentially listing everything twice).  When selecting "Merge with quote" the RFQ response prices will override the prices listed in the original quote.  

As part of the import process, the Signify quote number is inserted into the OASIS “MFG Quote” column. At this point, the quote may be adjusted as required. However, any change to the imported lines is considered a potential discrepancy and may be rejected by Signify when ordered. (This is true for any quote from any manufacturer.) Changing the quantity, catalog number, or price will turn that column red: