Suppliers will often use the Smart RFX Dashboard to drill into Request for Quote (RFQ) details and gain additional information or history about the RFQ or engage in collaboration with the issuing customer. Please note that the only difference between an RFQ and a Request for Information (RFI) is that an RFI does not have an award process. Once the RFQ is accessed via the Smart RFX Dashboard, the user is brought to the following page:
The first tab is Details. It has the following information:
- RFQ Information: Displays the RFQ Name, Status, Customer Name, Due Date, and Days Left.
- RFQ Metrics: Displays the total number of records, Customer Part Numbers (CPNs) and their status - (Quote, No Bid, Unquoted, Approved, Rejected, Awarded) - Potential opportunity of the quote and Quoted opportunity is shown as well.
- Record Details: Part numbers that the user has been requested to quote are listed along. with relevant information (Forecast, Target Cost, Manufacturer, etc.)
The second tab is the Response Log. It holds a list of changes in the RFQ history:
- Updated versions can be submitted as a new version
- The customer will be able to view the latest and previous versions
- Each response will be given a name and the details will be kept
The third tab is Customer Messaging. It is a place where customer-shared notes will be available and can be responded to by the user. The following actions can be performed:
- View Conversation: If any conversation is started by the Customer, you can view it on the right panel. Click on the conversation to view the notes.
- Respond to Conversation: At the bottom of the conversation, you can start typing your response and click on send to share with the Customer.
- Upload Attachments: Click on Upload link at bottom to upload and share files with the Customer
- New Conversation: Click on the + icon to start a new conversation.
The fourth tab is Help. It offers direct resources to some of the most frequently asked questions and solutions for issues encountered.