Add to cart
The Add to Cart screen is where you build a list of items you want to source from suppliers. The cart accumulates items until you are ready to send the request for quote.
Before you start
- The product heads and codes you want must exist. See Products.
- Decide which makes you are open to. Adding several makes widens the supplier shortlist.
Open the screen
- Open Procurement in the sidebar.
- Click Add to Cart. The page heading reads Add to Cart.
Add an item
The screen has two panes. The left pane is the item form; the right pane is the supplier list.
- Pick the product head and product code you want to source.
- Set the Quantity, for example
25. The HSN Code fills in from the product code's master record. - Pick the Makes you will accept. Pick more than one if you are open to alternatives.
- Add a Description using the rich-text editor. This text travels with the RFQ to every supplier.
- On the right pane, tick the suppliers you want to send this line to. The list narrows down by the chosen product head and makes. If a supplier has more than one contact person, a picker appears so you can choose which contact gets the RFQ.
- Click Add.
Repeat for every item you need.
Walk-through from a customer enquiry
When you open Add to Cart from a customer enquiry, the form is pre-filled product by product. The bottom of the Add button changes to Add (next product) and finally Add And Go to Cart on the last item.
If a pre-filled product is not one you want to source, click Add without ticking any supplier. A Skip product? prompt appears — confirm to drop the item and move to the next.
Move on to the cart
Once you are done adding items, open RFQ Cart from the sidebar — see RFQ cart.
Common questions
Can I add the same item twice?
Adding the same code twice usually merges entries against the same supplier. If you genuinely need two separate lines for the same item, add a different description so they remain distinct.
Why is the Make selector greyed out?
Pick a product head first — the makes are tied to that head.
How do I clear the cart?
Open RFQ Cart and remove items individually. The cart is cleared automatically once you send the RFQ.