RFQ Line Items Section

The Line Items grid displays the parts and associated metrics that you are requesting from your vendor.

Purchased Item

The radio buttons here indicate the reason for which you are purchasing these items:

  • From Part File - this button indicates that you are looking to purchase items to stock.
  • From Job Req - this button indicates that you have outstanding job requirements that you are looking to fill.

Add Row

This button will add an empty row to the grid.

Details

The button takes you to the RFQ Line Item Detail screen, where you can edit the quantities and pricing, as well as add comments to the part notes.

If you want to discard the changes you've made in the details section, be sure to use the Cancel button to return to the main RFQ screen.

Change Status

This feature will change the status of all line items at once.

New Part

This button will allow you to add a new part to the system by taking you to a new Inventory Item record.

Search

This button takes you to a search list to add another part to the RFQ.

  • The search will display either job requirements or inventory items depending on the Purchase Item radio button selected above.

Copy

This function will copy the parts on another RFQ and add them to the current RFQ.

Delete

This button will delete the selected line item from the grid.

Quickview

This button will show quickview details on either the part or the job for the selected line item.

ClosedGrid Columns

Open the dropdown menu for details regarding all of the columns.

Docs

An icon of a document appears in this column if there are documents attached to the part.

Part Number

This represents the part for which you are requesting a quote.

  • Once you start typing in the text box, a dropdown full of auto-suggested parts appears based on the characters you've typed. You may select from the list or continue typing your part.

Quantity

This number represents the quantity of part you want quoted.

Unit

This field states the unit for the quantity of the part.

Unit Price

This field states the price per one unit of the part.

  • This field should be edited once you receive the quote from the vendor.

Multiple Quantities

A check in this box indicates that there are multiple quantity breaks listed within the Details section.

  • This is a reference field. The box will automatically be checked when quantity breaks are added in the Details section.

Status

The status indicates where this line item is within the quoting process, such as pending, accepted, declined, etc.

  • A status can be changed for an individual line item by double clicking the status itself and selecting another option from the dropdown menu.

Description

This description references the part number.

Product Code

The product code is assigned to the part number and is used as a filter in searches and on reports.

Job Number

This states the job to which the material will be assigned.

  • This field only appears in the Purchased Item radio button has From Job Req selected.

 

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