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      QuoteCQ | How to Generate Bid by Line Card

       

      Group Manufacturers and Assign to Supplier(s)

      Manufacturers can be grouped in specific ways. All manufacturers that are loaded into CQ from the BOM import (for any RFQ) will show up in your manufacturer list to group under a common name. This is important because you can have different names for the same vendor, such as TI, Texas Int, Texas Instruments, etc. Here is how to group your vendors:

      1. Go to "Configuration" > "Materials" > "Manufacturers"

      2. Select the Manufacturer(s) that you would like to group together and choose "Merge"

      3. In the popup, choose the common name to reference the manufacturer and assign to the supplier(s)

       

      Note: to learn more about how to manage your line cards, check THIS article.

      Generate Bid Sheet on Material Costing

      Once you have grouped your manufacturers and assigned to your suppliers, here is how you can generate bids based on line card:

      1. In the Material Costing tab, select one or more lines by clicking the line on the left

      2. Then choose "Edit".

      3. Click "Bid By Line Card".

      4. Only the vendors that are associated with the line card will be displayed.

      5. A pop-up will show up for you to set up your Bid details:

        1. Bid Due Date: choose the last day you need your vendors to submit the bid back.

        2. Show Customer Info: decide whether to show or hide the customer name to the vendor.

        3. Show Assembly Number in email: decide whether to show or hide the Assembly Number in the email notification subject.

        4. Quantities: select the quote volumes you want to request a quotation for.

        5. Vendors filter: CalcuQuote has two versions of this filter:

      • Line Cards Preview version: Use the check marks on the left-hand side to select the exact suppliers to send to.

        Note: If you'd like to have this version available, please contact your Account Manager or reach out to support@calcuquote.com.

        Note 2: this preview window allows you to decide the vendors and manufacturers to include in the bid at the moment of quoting. This will not modify the line card.

      • Simplified version: In the popup, you can determine whether you want to send to all vendors, preferred vendors, or specific supplier groups.

        Here is the outcome for each filter:

        • Preferred Supplier: If you choose preferred supplier = true, it will only send to the suppliers associated to the line card that are also marked as Preferred.

        • Supplier Name: This will show you all the suppliers based on the line card. You can select all the vendors or just select specific vendors in the dropdown list.

        • Supplier Group Name: You can group your suppliers based on defined categories and determine which groups to send the bids to that are associated to the line card.