Overview
Think of the RFQ Report as your procurement navigator - it keeps tabs on every quotation you've sent, who's replied and who's gone quiet, and how many of those requests actually turned into real Purchase Orders. Everything about your vendor conversations, in one dashboard instead of a dozen inboxes.
What You Can Do Here
- Track sent RFQs - see exactly what's been shared with vendors
- Monitor vendor responses - spot who's replied and who still needs a nudge
- Analyze conversion rates - see how many RFQs actually become Purchase Orders
Getting There
- Go to Reports from the main menu.
- Select RFQ to open the dashboard.
Dashboard at a Glance
Your procurement cockpit, right at the top of the page:
- Total RFQs Sent - every RFQ issued to vendors
- Total Converted to PO - how many of those became actual Purchase Orders
Filtering RFQ Data
Use filters like a magnifying glass - skip the scrolling and go straight to what matters:
- Project Name - RFQs for one specific project
- Select Vendor - RFQs tied to a specific vendor organization
- Issued Between - RFQs sent within a date range
Click Apply to update the dashboard, or Clear to reset.
The RFQ Report Table
Every RFQ entry is a snapshot of where that quotation stands:
| Column | What It Tells You |
|---|---|
| Project Name | The project linked to the RFQ |
| Vendor Organization | Who the RFQ was sent to |
| Vendor Amount | The price the vendor quoted |
| Is Converted to PO? | Whether it's become a Purchase Order |
| Organization Status | Your side's update - Sent, Price Updation Received, or Declined |
| Vendor Status | The vendor's side - Received, Price Updated, or Declined |
| Sent On | The date the RFQ was issued |
Bulk Actions and Exporting
Select multiple RFQs to act on vendor responses all at once, instead of one by one. Click Export to download the data as an Excel file - great for audits, performance analysis, or sharing with the wider team.
Automating Your Reports
Why check manually when the report can land in the right inbox on its own?
- Click the Configure Report Automation icon to open the popup.
- Under Send To, pick who should receive it.
- Under Generate Report, choose the rhythm:
- Daily (default) - generated within an hour of your chosen time (set 6:00 PM, and it lands between 6:00–6:59 PM)
- Weekly - a week's summary, same day and time each week
- Monthly - a monthly overview, same day and time each month
- Set the Start Date and Start Time, then click Save - or Cancel to back out without saving.
Editing Vendor Details on the Fly
Need to fix a vendor's details while you're mid-RFQ? You don't have to leave the screen to do it - vendor details can be edited directly from the Add Vendor panel in RFQ, Purchase Order, and Work Order workflows alike, so a quick correction doesn't interrupt what you're working on.
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