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From the RFQ Setup configuration, you will be able to determine your job types, order types and more!
Navigate to the RFQ Setup button from the Configuration screen.
Job Type
To add a job type, click the '+' next to Job Types. Enter the name, description, and category for the job type. Ensure that the job type is marked 'Active.' These Job Types will appear when entering RFQ information.
To edit a job type, click into any job type and a pop up screen will appear. This will allow you to edit current inputs.
Order Type
To add an order type, click the '+' next to Order Types. Enter the name and description for the order type. Ensure that it is marked 'Active.' These Order Types will appear next to the Job Types when entering RFQ information.
Custom Requirements
To add custom requirements, click the '+' next to Custom Requirements. Enter the name and description for the requirement. Ensure that it is marked 'Active.' Requirements are defined by your company and the work done, such as C of C's, RoHS, etc. These Requirements will appear when entering RFQ information.
Win-Loss Reasons
To add Win-Loss Reasons, click the "+" next to win-loss reasons. Choose a "Reason Category" from the dropdown and type out a "Reason" below. Ensure it is marked 'Active' and then choose Save.
Checklist Builder
To add fields to the Checklist Builder, click the '+' next to Checklist Builder. Choose the appropriate name for the field and then select the field type. Ensure it is marked 'Active' and then choose Save. You can add a range of field types to complete the checklist on the RFQ form.
Note: There is an option to make the fields required if needed.
Quote Package
To edit the Quote Package, click the pencil icon next to Quote Package. All export options are available and can be setup to export in a specific order. Ensure all exports that you would like to view are marked 'True' while others are unchecked for 'False'. Then choose the Save icon that has replaced the pencil icon.
