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Tutorial: How to create a new RFQ for Off-the-shelf parts using BOM or a part number

Automate RFQs managment

Create a new RFQ by going to "RFQs" on the navigation bar, then click on the green "New RFQ" button in the top right corner of the screen.

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If you have a part number:

Click on "add a new off the shelf part", then enter your part number in the new table that appears.

If you have a BOM with many part numbers:

Drag and drop your BOM spreadsheet into the gray area and wait for the upload to finish.

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Make sure your part numbers are correct and that all supporting materials and configurations, if needed, are submitted.

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Click on the "Request for Quotes" button.

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A new screen will be displayed with relevant suppliers who could provide these part numbers. Please ensure that your address is correct on that screen.

Click "Send" when you are ready to send your quote request.