How can I export RFQs to Excel and import RFQs into the supplier portal? Follow
After logging into the LevaData Supplier Portal, the user is brought to the Smart RFX Dashboard where RFQ information regarding available RFQs and RFIs are listed, status is presented in a donut graph and alerts and messages are easily available.
To learn more about the dashboard page, please review:
Excel Export
Click on the RFQ you want to work on. The RFQ name in the RFX list is an active link to open the RFQ. By selecting the RFQ name will take you to the RFQ page wherein you can download the Excel to enter the details to be submitted to the customer.
Note: If you are a supplier to more than one customer, to modify the RFX list to show only one customer at a time - make a selection to filter the Buyers listed in the top right of the interface. Otherwise, you can leave all customers selected and the RFX list will provide you with all RFX activity.
Once the RFQ is opened the status changes to "viewed". The original status is "new". You will see the due date, time remaining until the due date, and a section showing the RFQ statistics. These will change as the quote is sent and your buyer takes actions on their side.
The Customer Messaging tab that you see is important for you if there are any questions you have for the buyer. Using this RFQ messaging feature allows direct communication to the buyer on the specific RFQ and is helpful when clarification is needed.
A special NOTE regarding RFQ line item status: "New" line item status is what you will see first. By using the drop-down menu in the line item list AND in the Excel export - you can choose to "No Bid" any line item. If you make this selection, you will not have to enter any requested data on the part. After you submit your quote:
- Status by line item is either "Quoted" or "No Bid"
- The buyer will either "Accept", then possibly "Award" the business to you.
- If the buyer "Rejects" any part in the RFQ quote, you will receive an email notification.
- At that time, you can reopen the RFQ and re-quote the line item(s) and send.
- Usually the buyer will provide you feedback or contact you directly to explain why the rejection was made so you are clear on what the expectation is on the re-quote effort.
Once you select the Excel download link to export the Excel as shown in the screenshot above, open the Excel document. Although you may quote the RFQ interactively within your supplier account, once the RFQ has 10 or more line items the Excel quoting process is usually the preferred method.
Once the Excel is downloaded on the system, kindly follow the below instructions:
- Make sure to only update the grey cells in the Excel. These are for "Supplier" input
- Generally, do not modify the Excel download in any way. If you do, you will not be able to successfully upload the Excel back into the supplier portal to process your quote. Specific and common examples of improper Excel modification are:
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- Do not add any columns in the Excel sheet.
- Do not copy/paste formulas into the Excel from other sources.
- Only copy/paste the information you need as values or text.
- When the template from your customer includes dropdown selections in the cells, use the values as offered.
- Do not place any lettering in numeric only fields
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A special note on decimals: The limitation is 6 decimals!
Excel Import
Once the data is filled in the Excel sheet, click on the upload Excel icon to import the Excel sheet into the LevaData application:
Issue when the Buyer Modifies the RFQ
When you upload your local Excel Workbook of the RFQ back into the platform, you may encounter the following message:
This indicates that the buyer has modified the RFQ and changed some of the required input, so you will need to refresh, re-download a new Excel Template, update your pricing, then upload.
If you are not able to refresh then there may be a problem with your input file, please see:
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