Vendor follow-up
The Vendor Follow-Up screen is the working area for chasing suppliers who have not yet replied to an RFQ. It lists open vendor invitations and lets you send a chase to several at once.
Open follow-up
The screen does not have its own sidebar entry. Open it from Procurement Enquiries:
- Open Procurement in the sidebar and click Enquiries.
- Open the options dropdown at the top right of the list.
- Choose Vendor Follow-up. The page heading reads Vendor Follow-Up.
What you see
A filter panel above a table of open vendor invitations. The list pages in as you scroll.
If a follow-up is sent (by you or another user) while you are on the screen, a stale-data prompt appears so you can refresh.
Send a chase
- Tick the rows you want to chase. The selection bar at the bottom counts what is selected.
- Click Send on the selection bar.
- A Send N Follow-up(s)? modal opens. Pick the email account in Send from — the dropdown lists accounts allowed for vendor follow-ups.
- Click Send N Follow-up(s) to confirm. Each chase is queued; the message body comes from your firm's vendor follow-up template.
Review past chases and the latest RFQ
From any row's actions you can open:
- The follow-up history modal, listing past chase mails sent for that invitation.
- The latest RFQ modal, showing the most recent RFQ mail sent to that vendor.
Common questions
Can I customise the chase message?
Subject and body come from the vendor follow-up template configured under Settings. You usually only choose which invitations go out and which account to send from.
What if a supplier has already replied to one of the rows I selected?
Refresh first — replied rows drop off the list. The backend also re-checks each row before queuing the mail and skips any that no longer qualify.
No accounts appear in Send from.
No email account is allowed for vendor follow-ups. Ask an admin to update the email-account policy.