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RFQ

note

To go back to the Search screen, click RFQ next to Welcome at the top-right corner of the page.

1.1 Add RFQ​

Add a RFQ – Step-by-Step​

Step 1: Reach the RFQ Section
From the main side menu, click on "Marketing", then go to "Operations", and finally choose "RFQ".
This will open the RFQ Search page.

Step 2: Adding a RFQ
On the top-right corner of the RFQ Search page, Click on the "Add RFQ". back to the Search screen. Step 3: Fill in Details
After clicking the "Add RFQ" button, the Add RFQ page will open. Complete the following information:

  1. Customer [Mandatory]: Select the customer from the dropdown.
    • Plant [Mandatory]: Appears once you pick an existing ("Actual") customer — select which of that customer's plants this RFQ is for. (This field is not shown for a potential/new customer added via the "+" icon, since a potential customer has no plants yet.)
  2. RFQ Number [Mandatory]: Auto-generated unique identifier for the RFQ.
  3. Revision [Mandatory][TextField]: Enter the RFQ revision number.
  4. Quotation Date [Mandatory]: The date on which the quotation is created.
  5. Quotation Expiry Date [Mandatory]: Define the validity of the quotation.
  6. Reference No [Optional][TextField]: Enter reference details.
  7. Project Name[Optional][Text field]: Enter project information if applicable.
  8. Type[optional]: Select the type of RFQ from the drop down.
  9. Delivery Terms [Mandatory]: Choose the delivery conditions.
  10. Payment Terms in Days (NET) [Mandatory]: Define payment terms.
  11. Billing Address [Mandatoyr]: Select the billing address.
  12. Responsible Person [Mandatory]: Assign responsible staff.
  13. Currency [Mandatory]: Select the applicable currency.
  14. Select Status: Choose the RFQ status.
  15. Note [Text field][Optional]: Give the RFQ Notes
  16. Special Instructions [Text field][Optional]: Give Any Special Instructions

1.1.1 RFQ Line Items​

Add RFQ Line items:

  • Product [Mandatory]: Select the product from the dropdown.
  • Quantity [Mandatory]: Enter the required quantity of RFQ Part.
  • Unit [Mandatory]: Choose the unit of measurement from the Dropdown.
  • Per Unit Value [Mandatory]: Enter the price per unit.
  • MBQ [Mandatory]: Define Minimum Batch Quantity.
  • Taxes: Enter CGST, SGST, IGST as applicable.
  • Total Value (Tax Excluded) [Optional][TextField]: Total Value (Tax Excluded) automatically calucalted value.
  • Discount In Percentage(%) [Optional][Textfield]: Enter discount percentage.
  • Discount Cost [Optional][Textfield]: Based on Discount percentage Discount Cost Auto Calculated.
  • Final Cost [Optional][Textfield]: Auto-calculated after discount.

You can Save as Draft, Submit, Clear, or Cancel the RFQ creation.

1.1.2 Other Charges BreakUp​

Once an RFQ has been saved, an Add Other Charges BreakUp button appears alongside Save/Submit/Clear/Cancel. Click it to record extra costs (freight, packing, etc.) against the RFQ:

  • Other Charges Type [Dropdown][Mandatory]: Select the type of charge.
  • Cost [Mandatory]: Enter the cost for that charge type.
  • Submit / Clear / Cancel: Save the charge, reset the form, or close without saving.

Charges already added are listed in an Other Charges table below the form, showing S.No, View/Edit, Other Charges Type, and Cost. Click View/Edit on a row to update it; to delete an entry, contact the IT team.

1.2 Search RFQ​

Search a RFQ – Step-by-Step:

Step 1: Start Searching
On the Search page, you can search in different ways:

  1. Customer: Select the customer.
  2. RFQ Number: Enter the RFQ number if known.
  3. **Quotation From Date [Mandatory]:**Define the starting date for quotations.
  4. **Quotation To Date [Mandatory]:**Define the ending date for quotations.

Step 2: See the Results
Click on Search to filter records or Clear to reset the fields. Besides the RFQ's own details, the results table includes a Status History column with an RFQ HISTORY button. Click it to open the RFQ Status Update History dialog, where you can log a status update:

  • Action Type [Dropdown][Mandatory]: Select the kind of action taken on the RFQ.
  • Action Items [TextField][Mandatory]: Describe the action taken.
  • Action Date [Mandatory]: Date the action occurred.
  • Action Status [Dropdown][Mandatory]: Select the resulting RFQ status.
  • Remainder Date [Optional]: Date to be reminded about following up on this RFQ.

Submitted entries appear in a Result table below the form, with columns S.No, View/Edit, Action Type, Action Items, Date, Status, and Reminder Date, plus a stepper showing the RFQ's progress through its statuses. Click View/Edit on a row to update that history entry.

1.3 Edit RFQ​

The Edit functionality allows users to modify an existing RFQ:

  1. Navigate to the RFQ Search screen and locate the required RFQ using filters.
  2. Select the RFQ to be edited.
  3. Update the fields as necessary (e.g., Customer, Quotation Dates, Products, Pricing, etc.).
  4. Save the changes by clicking on the Submit button.
  5. On the Edit RFQ page, a Clone button is available (when permitted) alongside the title. Click it to create a brand-new RFQ pre-filled with this one's details — the form switches to "Clone RFQ" mode and a fresh RFQ Number is generated on submission instead of updating the original record.

That's it! You have learned how to ADD, SEARCH,EDIT a RFQ using the DMeX app. If you need help, contact the support team.