RFQ cart
The RFQ Cart is where you review the items you collected, tweak supplier-level details, and dispatch the request for quote.
Before you start
- Items must already be in the cart with their suppliers ticked. See Add to cart.
Open the cart
- Open Procurement in the sidebar.
- Click RFQ Cart. The page heading reads RFQ Cart.
Review the items
Each row in the table is one supplier with the lines you have ticked for them. The columns show Supplier, Contact Person, Product Codes, Qty, and Make. Use Edit on any row to change the contact person or the lines for that supplier.
The chip near the heading counts the lines and suppliers in the cart. Add more in the top-left jumps back to Add to Cart.
Per-supplier options (kebab menu, top-right)
Open Edit on a supplier row to bring up the supplier panel. In the top-right corner, the three-dot (kebab) button opens a small menu with:
- Attachments — files that should ride only on this supplier's RFQ (drawings or quote sheets specific to them). Common attachments still travel from the cart-level Options → Attachments setting.
- Recipients — opens a picker to add extra CC or BCC recipients for this supplier only. You can:
- Search this supplier's contact persons and toggle CC or BCC beside any name.
- Add a one-off email via the Add a custom email row.
- See the firm-wide CC / BCC defaults in the Always included (firm defaults) section. These go out on every RFQ — ask an admin to edit them under Settings → Firm Customisation → Procurement Personalisation.
When you add any per-supplier CC or BCC, a Recipients for this RFQ card appears in the supplier panel showing the full list (firm defaults + your additions) so you can see exactly who will be mailed for this vendor before you release the cart.
Set the closing date and attachments
Both options live behind the Options dropdown next to the chip:
- Closing date — the deadline by which suppliers should reply. Once set, the date is shown above the table.
- Attachments — drawings, datasheets, or specifications that should travel with the RFQ.
If you frequently forget to set a closing date, set a Default Closing Date (in days) under Settings → Personalisation → RFQ Cart. Then, whenever you press Send Enquiry without having set a closing date, a date picker appears pre-filled with that many days from the moment you send — measured from when the RFQ actually goes out, not from when you opened the cart. Adjust it if you like, then send. If a closing date is already set, sending goes straight through.
Send the RFQ
- Pick the email account in Send via — the dropdown shows accounts allowed for quotation sends. The placeholder reads Select email account…. This is the from-address suppliers see.
- Click Send Enquiry.
- The Send RFQ? confirmation modal appears with a count of the suppliers being mailed.
- Confirm by clicking Send RFQ.
The cart is locked once the RFQ goes out, the cart view clears, and the supplier rows show up under Procurement Enquiries — see Procurement enquiries.
Common questions
Can I send to a supplier I do not see in the list?
Suppliers are picked on the Add to Cart screen, where the candidate list is narrowed by product head and makes. If a supplier you expected is missing there, add the relevant manufacturer or product head to that supplier's record first — see Suppliers.
What if I want to send the same RFQ later to a new supplier?
Open the RFQ under Procurement Enquiries to copy details, then re-add the new supplier through Add to Cart.
Where do replies show up?
Each supplier's reply appears against their entry under the RFQ in Procurement Enquiries. Open the RFQ row, then open the supplier to see the quote — see Vendor responses.