RFQ Report in IntoAEC
The RFQ (Request for Quotation) Report in IntoAEC helps users track and manage vendor quotations efficiently. It provides insights into sent RFQs, vendor responses, and conversion rates to Purchase Orders (POs).
Accessing the RFQ Report
To view the RFQ report:
Navigate to Reports from the main menu.
Select RFQ to open the RFQ report page.
Filtering RFQ Data
To refine the RFQ records, use the following filters:
Project Name – Select a specific project to view related RFQs.
Select Vendor – Choose a vendor organization from the list.
Issued Between – View RFQs within a specific date range.
Click Apply to filter results or Clear to reset selections.
RFQ Dashboard Summary
The dashboard provides key insights, including:
Total RFQs Sent – The number of RFQs issued.
Total Converted to PO – The count of RFQs that have been converted into Purchase Orders.
Understanding RFQ Records
Each RFQ entry contains details such as:
Project Name – The project associated with the RFQ.
Vendor Organization – The vendor receiving the RFQ.
Vendor Amount – The quoted price from the vendor.
Is converted to PO? – Indicates if the RFQ has been converted to a PO.
Organization Status – Status updates from the organization (Sent, Price Updation Received,declined).
Vendor Status – Status updates from the vendor (Received, Price Updated,declined).
Sent On – The date the RFQ was issued.
Bulk Actions & Exporting Data
Select multiple RFQs for bulk actions such as updating or managing vendor responses.
Export RFQ details in Excel format for record-keeping and further analysis.
How to Configure RFQ Report Automation in IntoAEC
Enable it once and keep your RFQ tracking on schedule automatically.
Follow these steps to set up RFQ Report Automation using the Configure Report Automation icon:
Access the Configure Report Automation Popup
Click the Configure Report Automation icon to open the RFQ Report Automation popup.
Select Users to Receive Reports
Use the Send To dropdown to choose which users should receive the automated RFQ reports.
Choose Report Delivery Timing
In the Generate Report dropdown, decide how often you'd like reports to be sent:
Daily(default option)-Reports are generated within an hour of your selected time.
Example: If scheduled for 6:00 PM, the report will be created between 6:00 PM and 6:59 PM.Weekly –A report for the current week will be sent at the same time and day the following week.
Monthly –A monthly summary will be delivered on the same day and time next month.
Define the Start Date and Time
Set your preferred Start Date and Start Time for when the automation should begin.
Note-Ensure a Start Time is selected it’s required to activate report generation.
Save or Cancel the Setup
Click Save to turn on RFQ report automation, or Cancel to exit without applying changes.
The RFQ report provides a comprehensive overview of vendor quotations, allowing users to track their status, manage responses, and monitor conversion to purchase orders efficiently. With filtering options and a detailed dashboard, users can quickly access relevant data, take bulk actions, and export reports for further analysis. This ensures a streamlined RFQ management process, improving decision-making and procurement efficiency.
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