RFQ (Request for Quote)
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      QuoteCQ | RFQ Structures

      Index:

      QuoteCQ is designed for users to handle all kind of projects and quotes, where depending of the number of Bill of Materials, the customer's needs, the volumes to quote or the cots negotiations purposes, the QuoteCQ user will have different options to process the request in the system.

      The QuoteCQ user will find five different kind or structures for creating an RFQs. It is important to mention that these structures only affect the way to create the project, but the Material Costing, Labor costing, PCB Costing, NREs or Summary management will not change and will always be the same for all kind of quotes.

      Simple Quote

      A Simple Quote correspond with the scenario where the QuoteCQ user needs to quote one single Bill of Materials (BOM), without levels in it.

      1. Create the RFQ from the "New RFQ" button.

      2. Fill in the RFQ information, which includes: Quote information, customer's information and assembly information.

      3. In the assembly information step, you can indicate as many quantities as you need.

      You can also check THIS article for further instructions on this process.

      After submitting the RFQ, upload your BOM in the BOM tab, for which you can follow the instruction for Importing the BOM

      Multi-Assembly Quote

      The Multi-Assembly structure is quite similar to the simple quote. In this case, the QuoteCQ user does have multiple BOMs, but materials are not meant to be consolidated.

      1. Follow the same process as per the Simple Quote.

      2. When you reach the Assembly Information step, you will find an option in the bottom right corner to "Add Assembly".

      3. That will display another Assembly Information box, where you can indicate an additional assembly number with new quantities to quote

      4. After Submitting, the system will create then two RFQs (or as many as the user added). The Assembly IDs will be different but the Quote ID will be the same. Meaning that, even if the RFQs are handled separately, they are still linked at some level.

      5. Since there will be different RFQs (Assembly IDs), each one will have its own BOM, Labor, PCB, Materials and Summary tabs; therefore, everything will need to be handled separately.

      To summarize, here a Multi-Assembly Quote checklist:

      • You have more than one BOM

      • You don't want the materials to be consolidated.

      Sub-Assembly or Multi-Level Quote

      In this scenario, the user has one BOM with multiple levels in it, or multiple BOMs that belong to the same project, which materials need to be consolidated.

      Note that QuoteCQ will treat Sub-Assemblies as levels, hence these terms will be used as synoniys during explanation.

      1. Follow the same process as per the Simple Quote.

      2. Don't create multiple assemblies. You will only need one.

      3. After submitting the RFQ, you will need to Insert the Sub-Assemblies or levels in the BOM tab.

      The system will assign each component to its BOM, but common components will be consolidated in the Material Costing tab.

      To summarize, here a Sub-Assembly Quote checklist:

      • You have more than one BOM. Or your BOM has multiple levels.

      • The volumes per Assembly will be the same for all of them. As an example, you need to make calculations for 100, 300 and 500 of each BOM

      • You need to consolidate the materials

      Package Quote

      The Package Quote scenario is quite similar to the Sub-Assembly Quote, but this time the user has to quote different volumes per Assembly or BOM:

       

      1. Follow the same steps as per the Sub-Assembly Quote.

      2. After you Insert the Sub-Assemblies in the BOM tab, look at the column "Qty Per".

      3. You will notice that it says "Multiple".

      4. Click on it and the system will display the quantities table where you can enter the different quantities per Assembly.

      How to create a Package Quote

      To summarize, here a Package Quote checklist:

      • You have more than one BOM or Assembly.

      • You need to consolidate the materials.

      • You need to calculate different volumes for each Assembly.

      PLA Quote

      QuoteCQ not only allows the user to manage RFQs, but also large part lists for negotiating pricing with the suppliers: the Part List Agreements.

      1. From the Dashboard or the RFQ List screen, click on the "PLA Quote" button.

      2. Fill in the PLA Information and submits the Quote.

      3. The PLA Quote will be listed in the RFQ list screen together with all RFQs.

      4. In the BOM tab, upload your part list following the same process as importing a BOM.

      The PLA Quotes only have the BOM and the Material Costing tabs available.

      It will allow you to indicate the end customer at the line item level, and sharing that information with the supplier, in order to retrieve the end customer's negotiated pricing.

      Coming Soon: How to create a PLA Quote