RFQ - Request For Quote

An RFQ (Request For Quote) in WorkGuru enables you to create and send purchase orders to suppliers for approval, but only convert to an approved purchase order once finalised. RFQ's require their own document template to be setup in the same way your standard PO template is setup.

Create and RFQ in WorkGuru by checking the 'Is an RFQ' checkbox when creating a purchase order.

From your Purchase Orders dashboard, you will now see the Purchase order number displaying as RFQ. Print and/or email the RFQ to the supplier for quoting.

When you receive a response to the RFQ, edit the RFQ purchase order to match the supplier's RFQ quantities and pricing and Approve the order. Upon approval, your PO will then revert to a standard purchase order and receive a formal PO number to be processed as normal. You can also save a copy of the suppliers RFQ to the files tab for reference when you receive the suppliers invoice for the order.