How to Manage and Navigate RFQs from Sourcing Menu

00:00: This tutorial explains how to navigate and manage your sourcing activities within

00:04: Sustainment.

00:05: You will learn to access different RFQ statuses and understand the tools available

00:09: to streamline your sourcing process.

00:13: When you select Sourcing from the left-hand navigation, the menu

00:16: expands to give you quick access to your sourcing activity by status.

00:20: You'll see three categories.

00:23: In progress is where you can view all active RFQs.

00:26: The Draft section contains RFQs that have been started but not yet released.

00:31: Drafts allow your team to build and review requests before sending them out to

00:35: suppliers.

00:37: Closed is where you'll find completed

00:38: RFQs that have been closed out.

00:40: This is useful for reviewing past activity and historical sourcing data.

00:45: Let's dive into the in progress view.

00:48: The RFQ dashboard shows all active RFQs in your company's account.

00:55: You can toggle on Show Only My RFQs to narrow the list to RFQs of which you are a

01:00: part of the quoting team.

01:05: The visual indicators under the Team header show who owns the RFQ and supporting

01:09: teammates.

01:11: The initials inside the round icon denote the RFQ owner.

01:17: Supporting team members are denoted by initials in the Square icons.

01:23: A yellow circle and a humanoid with a check mark indicates RFQs of which you are the

01:28: owner.

01:30: Icons under the shortlist header

01:31: give a quick visual report of where each quote stands.

01:35: The gray icon with a question mark indicates, no response.

01:39: the yellow icon, with a dot indicates, the supplier intends to quote

01:43: The red icon with the X indicates a no quote.

01:47: and the green icon with the check mark indicates a quote has been received.

01:51: These visual management tools are designed to show what needs attention at a glance.

01:56: The Status field will show On Track, Needs Attention or Late,

02:00: And you can quickly reference, the quote, due date on the right side of the

02:03: dashboard.

02:05: You can sort by due date or RFQ name and filter to a specific search of name or

02:09: date.

02:12: You can click on the RFQ name to see a more detailed overview of a specific request

02:17: for quote, including quote comparison and supplier messaging.

02:21: We'll dive into the RFQ overview page in another video.

02:25: The draft section of the sourcing dropdown shows quoting activity that has been

02:29: started but not yet sent to suppliers.

02:32: Saving an RFQ in the draft state

02:34: allows you to prepare a request for quote without making it live.

02:38: It gives your team members the opportunity to review the RFQ to ensure everyone is

02:42: aligned before sending it out for quote.

02:45: As with the in-progress view, you can toggle

02:48: the Show Only My RFQs button to show all company-wide drafts or only your drafts.

02:53: Additionally, you can sort and filter by RFQ name

02:57: And see the RFQ team associated with the quote.

03:00: Click the RFQ name to review the quote details and send the quote to suppliers.

03:06: The Closed section of the sourcing menu shows RFQs that have been completed.

03:11: As in other sections of the sourcing dropdown, you can toggle the show only my RFQs

03:16: button to show all company-wide closed RFQs

03:20: Or only your closed rfqs.

03:24: You can see team members associated with the RFQ,

03:27: which supplier was awarded the RFQ,

03:32: the quote due date,

03:34: and the RFQ status.

03:36: Clicking the RFQ name will show additional quote details on the RFQ overview page.

03:41: As on other Sourcing pages, you can sort by RFQ name, Due Date, and Supplier.

03:46: Additionally, you can filter by name, supplier, or due date for a specific search

03:51: result.

03:52: Learn how to create an RFQ and do a deep dive into the RFQ overview page in the

03:57: video library.

04:00: This tutorial guided you through navigating the sourcing menu, managing RFQs in

04:04: draft, in progress, and closed states, and using filters and visual indicators.

04:10: To learn more, check out additional training guides in the video library.