How to Create a Request for Proposal from Purchase Requisitions

TABLE OF CONTENTS

• Automatic Delivery Date Filling in Requests for Proposals created from Purchase Requisitions

1. Navigate to the left side of the menu, go to Request for Proposals and click the Create from Requisition button. The red number sticker on this button shows how many purchase requests can be included in the RFP. 

2. Choose the location for the RFP and click the Plus button in the Action column.

3. On the next page, you can preview the requested items and choose which ones should be included in the RFP by checking the box on the left. Once done, click the Create button.

4. Select the due date (until the RFP is valid), desired delivery date, and currency. Once done, click the Create button.

5. On the RFP Draft stage, you can see the information block and fields for adding suppliers’ items. Also, you can add Comments and Notes for specific RFP. 

6. To add suppliers to your Request for Proposal, click the Add Supplier button and choose from the list of suppliers in Precoro, or add them manually using the Enter Supplier button. 

7. If you need to add more items in addition to those from Purchase Requisition, click the Add Item button to select items from the existing catalog, Add Empty Row to manually add items from the outside of the catalog to your RFP, or Import Items to add several items in bulk. 

8. Once everything is set up, click the Confirm button. 

Suppliers will receive the notification in their mailboxes based on the emails listed in your request for proposal and can complete it on their side. 

9. You will get an email notification when a supplier submits a proposal. You can keep track of suppliers proposals by clicking on the clock/paper symbol in the Status column.

10. You can also track the Document, Proposition, and Email statuses of your proposal. Please proceed to this Requests for Proposals Statuses article.

11. You can select more than one supplier in the request for proposal or even approve a supplier for each item in the order. It will help you choose only the best deals and save money.

12. If you have approved all available items, the request for proposal status will be automatically changed to Completed, and the supplier will be notified that you have taken their proposals into consideration. Now you can create a PO from the requests. Related PO(s) will be displayed in the Related documents column.

13. Also, if you have approved only some of the items, you can complete the request for proposals by yourself using the Complete button. The status of the Request for Proposals will be changed to Completed, and the statuses of unapproved items will be changed to No Proposals.

Automatic Delivery Date Filling in Requests for Proposals created from Purchase Requisitions

 

You do not need to go back to the related documents and search for the necessary data. The Delivery Date information will be automatically filled in the following cases:

1. At the stage of creating Requests for Proposals (RfP) from Purchase Requisitions (PR), the Desired Delivery Date field will be automatically filled with information from the Delivery Date field in PR:

• If you create RfP from one PR document, the Desired Delivery Date will automatically be filled with the exact PR Delivery Date.
  
  

• In case you create RfP from several PR documents, the Desired Delivery Date will be automatically filled with the latest Delivery Date from the selected PRs.
  
  

2. After selecting Suppliers for certain products, the Delivery Dates from winning Suppliers will be automatically transferred to the Related Documents/Delivery Date column in PR items.