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      QuoteCQ: How to give the current Supplier a second chance

      The Second Chance Opportunity function will allow you to negotiate with your current suppliers based on information provided by other vendors

      In a scenario where your current suppliers are not providing a better price for the components and you found other suppliers who provide better offers, you can use that information to go back to your current vendors and discussed with them a better deal.

      Here is how you can do this using QuoteCQ:

      1. Populate your current vendor in the BOM

        First, you need to make sure your current vendor is indicated in the BOM. If you don't do this, CalcuQuote has no way of knowing who is the current supplier for that part and therefore it will not be able to exclude it.

        There are two ways you can do this:
        1. Upload the Current Vendor name in the BOM file. Meaning, you can include a column in your BOM for your current Supplier and include the name.
        2. Use an FTP Data Source to populate the current supplier directly from your ERP. 
        Important Note! Regardless of how you import the current supplier name to your BOM, this will be called Preferred Supplier in CalcuQuote.
      2. Send Bid Sheets by giving a Second Chance Opportunity

        When the current vendor is included in the BOM, the option to exclude it will be available when sending Bid by Line Cards.

        1. Select the lines and follow the steps to send your Bid by Line Card as usual.
        2. In the Generate Bid Request By Line Card screen, notice the "Supplier Preferences"  field.
        3. Select the option "Second Chance Opportunity".
        The bids will be generated for the selected parts based on the manufacturer's line cards, only sent to the suppliers which are marked as the Preferred Suppliers, this is, the current suppliers.

      Requirements to exclude the current supplier successfully.

      • As explained above, you need to make sure to populate the current supplier name in the BOM before performing this action.
      • The Supplier Name in the BOM has to match the Supplier Name in your Supplier List.
        • As an example, let's say we listed "CalcuQuote" as a supplier name in our supplier list.
        • We create then a new RFQ and we populate in the BOM our current supplier for our BOM Lines; and one of those is CalcuQuote, named as "CQ".
        • For the system, CalcuQuote and CQ are not the same supplier since the naming is different.
        • Therefore, using the Exclude Current Supplier option will not work in this case.
        CalcuQuote's recommendation is you make sure you Supplier List matches the Supplier List you have in your ERP, so the names are the same and you don't face any issues using this function.