RFQ

RFQ

RFQ stands for Request for Quotation. It's a document or process used when a company wants to get price quotes from suppliers for specific products or services.

To use the RFQ feature, install the RFQ, Quote & Hide Price app.

RFQ settings

  1. From your FastCommerce admin, go to Apps > Request a Quote & Hide Price.

  2. In the Hide Price Settings section, choose how you want prices to be hidden.

    1. If you select Do not hide prices, prices will be visible for all products.

    2. If you select Hide prices for all products, prices will be hidden for all products.

    3. If you select Hide prices for selected products, prices will be hidden for selected products.
  3. If you select Hide prices for selected products:
    1. Check the box next to each product.
    2. Click Add Selected to choose them.

RFQ Details

  1. From your FastCommerce admin, go to Orders > RFQs.

  2. Click on the RFQ No. to view the RFQ details.

Create Quote from RFQ

  1. On the RFQ Detail page, click the Create Quote button in the top-right corner.

  2. On the New Quote page, set the quote price and click Save.

Create Quote from New

  1. From your FastCommerce admin, go to Orders > Quotes.

  2. Click the Create Quote button in the top-right corner.

  3. On the New Quote page, select the customer, products, set the quote price and click Save.

Send Quote

On the Quote Details page, click the Send button in the top-right corner. The quote will be emailed to the customer, and you’ll receive a copy as well.

Convert Quote to Order

  1. Make sure the quote has been sent to the customer.
  2. Click the Convert to Order button to be redirected to the New Order page.
  3. Create the order on the New Order page.