Build your supplier rfq tracker.

How to build your supplier rfq tracker

1. 1

   Describe the job

   Keep supplier quote requests aligned to the same specification, quantity and needed date.

2. 2

   Review the first version

   Choose how the buyer records the request and how the budget reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your supplier rfq tracker

• Keep the request in context

  Keep request, part specification, quantity, needed date, supplier response and comparison basis together so the next person can understand the request or record.

• When the next step needs a decision

  Two suppliers quote different material grades for the same request. Flag the noncomparable specification before comparing unit prices.

• Keep comparison basis visible

  Record missing quote details before comparing supplier responses.

• Choose what each person needs

  Give the buyer a working view and the budget reviewer a review view. Keep request and part specification attached to the decision as the work moves between them.