Material Costing
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      QuoteCQ: How to Send Bids excluding the Current Supplier

      Negotiate your current prices with other vendors than your current provider will allow you to negotiate back and get the best prices possible.

      The material costing management in CalcuQuote will allow the QuoteCQ user to use different methods to negotiate pricing with their current vendors. 

      One of these methods is to exclude those vendors from the bid request temporarily so other suppliers can provide their information, and then compare that information against what your preferred vendor has to offer.

      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. Exclude the current vendor using Bid By Line Card

        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 "Exclude Current Supplier".

        The Bids will be generated for the given parts based on the manufacturer's line cards, except for those suppliers who are indicated as the current suppler (Preferred Supplier).

      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.