Introduction
The module is located in the Purchasing > Request for Quotation area and represents one of the intermediate steps of the passive cycle.
Requests for quotations (RDO) are used to manage the process of collecting and comparing estimates from suppliers, allowing for the selection of the best supply conditions.
Key Features
- Sending multiple requests: RDO allows sending requests for quotes to different suppliers for specific goods or services, enabling the collection of information on prices, delivery times, payment conditions, and other important variables for the company.
- Comparison of offers: it allows for comparing received offers, facilitating the selection of the best solution in terms of costs and contractual conditions.
- Conversion into purchase orders: Once the most convenient offer is selected, the system allows converting the request for quotation into a purchase order using the procedure of Creating Supplier Order from Supplier Offer.
- Centralized creation and management: RDO can be generated using predefined templates that can be customized with the Duplicate option and the use of Versions, with the possibility of including details such as discounts, payment terms, and specific conditions.
Operational Benefits
- Cost reduction: By systematically comparing different offers, the company can choose suppliers with the most favorable economic conditions, reducing procurement costs.
- Operational efficiency: Automating the request and offer comparison processes reduces manual workload, increasing the speed and efficiency of operations.
- Improved transparency and traceability: The system allows tracking every phase of the request for quotation process, ensuring transparency and a complete archive for future verifications.
Settings
Before using the module, the following tables need to be filled out: