In the latest release of Sage Pro ERP 7.4, there is very new and exciting add on available for the Purchase Orders module…. Request For Quote (RFQ). This feature allows users to request quotes from vendors as wells as generating a purchase order from a RFQ.
With the ability to compare costs, vendors and items, the RFQ is easy to use, flexible, and robust.
The first step is to enter the RFQ. Each RFQ contains information from all the vendors and for all the items that are to be quoted. If separate RFQs are entered for vendors for the same items, the comparison feature is lost and thus it is recommended that one RFQ be created for each type of quote.
Once the quote is entered, the next step is to print the RFQ. The printout can be printed using a standard, modifiable form or from a Microsoft Word document using mail merge. This provides the flexibility to have the RFQ take whatever “look and feel” that each company requires.
Once the RFQ is printed, it is then generated and the status updated.
If (and when) a vendor is selected, the RFQ can be converted to either a purchase order or a purchase order bid. The user is able to edit the newly created bid or purchase order if necessary.
The RFQ add on for Sage Pro ERP 7.4’s Purchase Order module brings this core module to a new level of professionalism and effectiveness.
If you are interested in the detailed process including screen shots , please contact us at firstname.lastname@example.org.