Creating RFQ and Converting to a Purchase Order

How to Create and Convert an RFQ to a Purchase Order in 10X ERP

This video demonstrates how to create a Request for Quote (RFQ) for multiple vendors, submit it, and then convert the selected vendor’s RFQ into a Purchase Order (PO). It covers how to use the Quick Add tool for importing line items, how to copy RFQs to additional vendors, and how to finalize and send a PO based on vendor response. Key details like reply dates, pricing, and delivery info are also highlighted.

• Create RFQ From Create Menu or RFQ Table
• Select Vendor And Modify Header Info As Needed
• Optionally Use Quick Add Tool To Paste Items and Quantities From Spreadsheet
• Publish RFQ To Send Email To Vendor
• Copy RFQ To Additional Vendors While Retaining Line Items and Reply Date
• Review RFQs In RFQ Table With Vendor Names
• Convert Selected RFQ To Purchase Order Once Pricing Is Received
• Enter Pricing and Verify Details Like Shipping, Delivery Date, and Method
• Publish Purchase Order And Email To Selected Vendor