Set Up Your Vendors
Navigate to Utilities->Vendor maintenance menu, and make sure that you have an entry for each vendor you would like to send RFQs to. Full details on Adding, Editing, Deleting, or Importing Vendors can be found in the Vendor Maintenance topic.
Important: Ensure that you fill out the vendor name and account number, and be sure to create at least one contact for the vendor including the vendor sales rep name, the vendor sales rep email, and to include the vendor sales rep on the VendorRFQ Email |
Important: If the vendor does not have an email address set up, then they will not be available in the VendorRFQ list. |
