Create RFQ manually

    Convert an accepted estimate into a Request for Quotation (RFQ). This process formalizes the estimate for vendor bidding or procurement.

How to create a RFQ manually from the scratch?

Step 1: Select Client> specific client> procurement.

Step 2: Click on "create RFQ" button.

Step 3: Choose the RFQ type as start from scratch and click on "proceed".

Step 4: In the create RFQ, click on "add vendor details", from the list of vendors, select the vendor and click on "add" button.

Step 5: Select the checkbox of ship in business address if you want.

Step 6: 

Step 7: By using the filters, select the item you want and click on "add" button.

Step 8: Click on "action" button, and click on "create RFQ".

Step 9: RFQ will be created in the RFQ section.