Send a request for quote to a supplier

You may send a request for quote (RFQ), a type of investigation request (IR), to a supplier after you associate the item with the supplier.

You may send the RFQ to the Supplier from one of the following contexts:

• A selected item in the BOM table
• Selected item's details pane
• Business Processes section of a project
• 3D Viewer
• Search results

Send an RFQ from BOM > eBOM table

1. Open the BOM () section of the project.

2. Corresponding to the item for which you want to send an RFQ, select more actions > Create > Investigation request.

   The Create investigation request for item window opens.

3. Enter all required fields in this window. These are marked with an asterix (*).

   Note:
   • You must set the Type to Supplier RFQ.
   • If you want to set as specific Supplier as the Assignee, you must associate the item with its supplier in the item details pane first.

4. (Optional) Upload external documents or attach Upchain documents, as required.

   Note: These documents are attached to the email notification that the Supplier receives.

5. Click Create and start.

Send an RFQ from the item details pane

1. Open the BOM () section of the project.

2. Select the desired item.

   The item details pane opens.

3. In the top-right corner of the item details pane, select more actions > Create > Investigation Request.

   The Create investigation request for item window opens.

4. Enter all required fields in this window. These are marked with an asterix (*).

   Note:
   • You must set the Type to Supplier RFQ.
   • If you want to set as specific Supplier as the Assignee, you must associate the item with its supplier in the item details pane first.

5. (Optional) Upload external documents or attach Upchain documents, if required.

   Note: These documents are attached to the email notifying the supplier about the RFQ.

6. Click Create and start.

Send an RFQ from the Business processes section of a project

1. Open the Business processes () section of the project.

2. Select Investigation requests located at the bottom of the screen.

3. Click Add IR found at the top right corner.

   The Create investigation request window opens.

4. Enter all required fields in this window. These are marked with an asterix (*).

   Note:
   • You must set the Type to Supplier RFQ.
   • If you want to set as specific Supplier as the Assignee, you must associate the item with its supplier in the item details pane first.

5. (Optional) Upload external documents or attach Upchain documents, if required.

   Note: These documents are attached to the email notifying the supplier about the RFQ.

6. Click Create and start.

Send an RFQ from the 3D viewer

If the item you are sending an RFQ for has a CAD model then you can send the RFQ directly from the 3D Viewer.

1. Open the BOM () section of the project.

2. Select the item for which you want to create an IR.

   The item details pane opens.

3. Click on the preview of the CAD model.

   This opens the CAD model in the 3D Viewer.

4. Click Create IR in the upper-right corner.

   The Create investigation request window opens.

5. Enter all required fields in this window. These are marked with an asterix (*).

   Note:
   • You must set the Type to Supplier RFQ.
   • If you want to set Assignee to a specific supplier to be assigned to an [IR], you must associate the item with its supplier in the item details pane first.

6. (Optional) Upload external documents or attach Upchain documents, if required.

   Note: These documents are attached to the email that the Supplier receives for them to review. Clearly indicate in the description if you need your supplier to fill out any of these documents.

7. Click Create and start.

Send an RFQ from search results

1. Search for the item using Quick search or Advanced search.

2. Select the required item from the search results.

   The item details pane opens.

3. In the top-right corner of the item details pane, select more actions > Create > Investigation Request.

   The Create investigation request window opens.

4. Enter all required fields in this window. These are marked with an asterix (*).

   Note:
   • You must set the Type to Supplier RFQ.
   • If you want to set as specific Supplier as the Assignee, you must associate the item with its supplier in the item details pane first.

5. (Optional) Upload external documents or attach Upchain documents, if required.

   Note: These documents are attached to the email notifying the supplier about the RFQ.

6. Click Create and start.