1. Open your Submitted proposal by the supplier notification email.
Or go to the Requests for Proposals page and use the Select Suppliers info card to access Requests for Proposals that require your decision.
2. You can select multiple suppliers in the Request for Proposal or even approve a different supplier for each item. This way, you can better choose the best deals and save money.
3. After the Request for Proposal Due date expiration, Suppliers will be notified that the process of accepting proposals has been completed.
If you approve only a few selected items, or if the items are no longer relevant to your needs, you can complete the Request for Proposals by yourself using the Mark as completed button in the PFR's actions menu (the three-dot menu).
The status of the Request for Proposals will be changed to Completed, and the Supplier column of unapproved items will be changed to No Set.
If you approve all available products, the Request for Proposal status will be automatically changed to Completed and the Supplier column of approved items will show the selected supplier's name.
You can also attach documents to your Request for Proposal as needed, or add some internal notes using the Add Note button, or leave a comment in the Add Comment field and tag another user with “@” to send the comment, or even add new followers.
5. Once your RFP is Completed, you can create a purchase order(PO) directly from this PR, by clicking Create Purchase Order in the top right, so supplier, items, and pricing carry over automatically.
💡 Please note: The Create Purchase Order button only appears while there's at least one winning supplier and at least one item not yet added to a PO.
You can also create a PO from a PR. Just go to the Purchase Orders page and click PO from Requisitions. The prices of the approved items will be added to the PO.