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SpendMap User Guide (v15)

Navigation: Request for Quotation (RFQ)

Getting Started with RFQs

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The RFQ Module doesn't need to be enabled (it's always turned on).  Just start entering RFQs when you're ready.

As with other optional modules in SpendMap, there are many options and configuration settings to tailor the RFQ Module to your needs.  The required configuration will depend on the features that you're using - once you decide on the features and utilities that you're going to use, the Overview sections of the Online Help for those utilities will point you to the configuration settings, where applicable.

Understanding the Workflow

For details about how RFQs move from one step to the next and how the various settings and utilities relate to one another, please see RFQ Lifecyle and Workflow.

Prerequisites

While it's technically not mandatory, it would be unusual to use RFQs without the Purchasing Module (you'll want to order items once you get bids/quotes from your suppliers).

Need a Little Help?

SpendMap offers a full range of Professional Services, such as training and implementation consulting.  Just contact our Client Services Group, who can configure this module to your needs and help you get started faster.