Request for Quote - Managing Quotations

Request for Quote - Managing Quotations

Customers can send Request for Quotation (RFQs) to vendors through the Store. Vendors can review and manage these quotations on the backend.


RFQ Process

This process is focused on the steps related to the Customer and the Vendor.



Managing Quotations

NOTE: There has been a menu restructure in Omnyfy Release v4.0.6, and some menu items from this guide may have moved. Please see the menu update in the release notes if you are on this release or later: View the Release Notes for Omnyfy v4.0.6

  1. Log in to Omnyfy Marketplace Backend. On the Admin sidebar, go to Sales > Omnyfy Quotations > Quotations



  2. The list will contain all the quotations sent to the vendor, with the customer's details, status of the quotation and when it was created. From this list, the vendor can manage all the quotations received.



  3. Click View to check the quote and update it.

  4. On this page, the vendor can check all the details about the quote and communicate with the customer.




    NOTE:     Steps 5 to 8 are optional. You can skip to step 9 if you don't need these.

  5. UPDATING PRODUCT PRICE AND QTY
    OPTIONAL - Update the price or the quantity of the product and click Update Products.



  6. ADDING MORE PRODUCTS
    OPTIONAL - Add products to the quote. Click Add Products on the left menu.


    1. Choose the product from the list and click the checkbox. After adding all the products, click Save Quote & Update.



    2. The products added will be available on the quote information, where the vendor can update the details.


  7. CREATING AN ORDER FOR THE RFQ
    OPTIONAL     - Create an Order for the RFQ for the customer.

  8. SETTING UP INCOTERMS SHIPPING RATE
    OPTIONAL     - Set your shipping (see the incoterms shipping guide if it's available for your RFQ)

  9. Change the RFQ status and communicate with the customer.


    1. Change the quote status according to what you have updated. You can send a message to the customer using the Communication text box.


  10. After updating all the details, click Save Quote & Update.


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