Guide to Learning QuoteCQ

This article walks through each step of the RFQ process with articles outlining how to do each.

1. Dashboard Review
   • Navigate the Dashboard
2. RFQ: Below are instructions on how to navigate and use the RFQ module in QuoteCQ.
   • Navigate the RFQ List
   • Quick Quote vs. RFQ
   • Create an RFQ
   • Add a new customer
   • Add additional Qty's
   • Multiple Assemblies in one RFQ
   • Clone an RFQ
   • Create a custom RFQ form
3. BOM: Learn how to format and import a Bill of Material.
   
   • BOM Formatting Issues
   • BOM Structure
   • Import a BOM
   • Copy a BOM
   • Create a Multi Level BOM: We also recommend reaching out to our support team to work through a live example of setting up a multi level BOM!
   • Scrub my BOM
   • Mark Do Not Purchase/Customer Supplied Parts
   • Delete a BOM
4. Labor: Learn how to add activities and adjust cost for labor.

   • Video: Using Labor

   • Labor configuration

   • Add labor groups

   • Learning curve

5. Materials: Learn how to gather material pricing, choose results and finalize a costed BOM!

   • Gather Material Pricing

   • Use AutoSelect

   • Send Bid sheets

   • Find Alternates

   • No Bid a Line Item

   • Mark a Line as At Risk

   • Update Line Item Price

   • Material Review

   • Export Costed BOM

   • Build and save your own costed BOM

6. NRE: The simplest step.

   • Add your NREs

7. Summary: Finalize your markups, handle excess, review total costs, publish your quote and mark as sent.

   • Add mark ups

   • Excess

   • Quote Note

   • Add additional costs

   • Download Quote Report

   • Publish a Quote

   • Apply status