Table of Contents

Quick Bid - 09.10 Inviting a Supplier to Provide Pricing via eQuote - QB

Views: 470 Last Updated: 10/22/2024 02:57 pm	0 Rating/ Voters
Be sure to rate this article 5 Stars if you find it helpful!

Multiple Suppliers may be invited to submit pricing for each eQuote even if they all do not reply or if they only quote on some of the Items. The Invited Suppliers List section is a list of Suppliers to whom you wish to send a request for pricing.

Note

An eQuote is an inclusive request. You cannot send some items of an eQuote to one Supplier and some to another Supplier - you would need to create separate eQuotes for the materials, but remember, an Item can be added to only one eQuote at a time (in Base Bid/Alternate or in a single Change Order). However, once you import a Suppliers returned pricing in a Bid, you can pick and choose which Items you want to 'award' to that Supplier, and there is nothing preventing a Supplier from quoting some, but not all, Items in an eQuote.

Inviting a Supplier

After adding Items to an eQuote, you must invite at least one Supplier.

Click the Click to Invite column header to open the Contacts list, filtered to "Suppliers". Choose the Supplier to which you want to send the eQuote request then click "Select" (you must add Suppliers one at time). The 'Click to Invite' drop down is only available after Items are added to the eQuote.

Quick Bid eQuotes panel showing the Contacts list open to add a Supplier to the eQuote

If the Supplier you are looking for is not in the list, click the "New" button and add the Contact. If you need to modify a Supplier click "Change". If you know the Supplier is in the Contact List, be sure they are set as "Supplier" for Contact Type. Only contacts marked with a Contact Type of "Supplier" are included in the "Click to Invite" list. See Related articles for additional information on adding/editing contacts (Master Information).

Note

If you would like to download a list of Suppliers for your state (or any state for that matter), In the Contacts List, click the Download button).

Add as many Suppliers to this eQuote as needed by repeating the steps above. In our example, we've added three Suppliers total.

eQuote Drop Down Menus

Once a Supplier is invited their name is listed in a new column to the left of the Invite column and the eQuote Manager Drop Downs can be used to manage your eQuote and Supplier(s)...

eQuote Manager Menu

Quick Bid eQuotes panel context menu (manager menu)

Selection	What it does/How it is used...
Edit eQuote	Opens the eQuote Details dialog box so you can edit the eQuote Name, Ship date, Stocking instructions, and Notes.
Send All eQuotes	Sends the eQuote to all invited Suppliers (even if it has already been sent to the Supplier).
Print all eQuotes	Prints the eQuote Details received from each Supplier.
Print eQuotes Comparison	Allows you to generate a report so you can compare multiple Suppliers' pricing for a single eQuote.
Group By Cost Code	Selected by default, groups the list of Items by Material Cost Code.
Delete eQuote	Deletes the entire eQuote from the Bid. Cannot be undone. (Does not restore pricing if you've already accepted a Supplier's eQuote).
Expand all eQuotes	Expands all previously collapsed eQuotes in the eQuote panel.
Expand this eQuote	Expands the active eQuote.
Collapse all eQuotes	Collapses all eQuotes into single line entries (you will see the eQuote Name, the Suppliers, and whether the Supplier's pricing was accepted)

Supplier Menu

Quick Bid eQuote supplier menu

Selection	What it does/How it is used...
Send eQuote	Submits the eQuote Invitation Document to the On Center Software eQuote Server. An e-mail is sent to the selected Supplier requesting they provide pricing and a confirmation e-mail is sent to the Lead Estimator. After an eQuote is sent a 'Sent' icon displays next to the Invited Supplier name. To send an eQuote to every invited Supplier, click the eQuote Manager drop down (on the eQuote NAME itself) (see the next article for details).
View eQuote	Opens the Supplier's returned eQuote. See the articles that follow for more information. To see the details of an eQuote that has not been priced by Supplier, use the drop-down on the eQuote name itself (above).
Print eQuote	Prints the Material eQuote Report for this Supplier - only Items included in the eQuote are on the report, even if they are not priced by Supplier.
Accept Quote	For all eQuote Items that are checked, sets the Materials Pricing and Supplier information in the Material Tab (if you have rights to update the Master, you may be prompted to do so, depending on how you have your Options set (see above). An Accepted icon displays in the Total cell. If you subsequently select 'accepted' Items in another Supplier's eQuote and accept those prices, Quick Bid updates the Materials with accordingly - the last selected/accepted eQuote is what the Items in the Material Tab will show for Pricing and Supplier.
Unaccept Quote	Available once a Supplier's quote is "Accepted". Unaccepting a Supplier's quote removes their name from the Supplier column on the Materials Tab but does not revert pricing to previous values.
Remove Supplier	When you remove a Supplier from an eQuote, the entire column for the selected Supplier is removed from the grid. Removing a Supplier removes all pricing for that Supplier in the eQuote. This cannot be undone. This option is disabled if you accept an eQuote from this Supplier.

Important eQuote reminders

It is important that you understand these points...

Items for which a Supplier is already assigned on the Materials Tab cannot be placed in an eQuote unless the supplier is removed from that Item first.
You cannot set the Supplier in the Materials grid for Items that are included in an eQuote Request. Remove the Item(s) from the eQuote Request first, then assign a Supplier.
Suppliers are basing their pricing on the eQuote as a whole, not on each individual line Item. If you change an eQuote after receiving pricing back from the Supplier (for example, accept some but not all the Suppliers pricing, the Supplier may not honor the pricing he or she has provided. It's best to contact your Supplier to discuss.

Deleting an eQuote

Sending eQuote Requests to Suppliers

Quick Bid - 04.02 Masters: Contacts (Who or What are Contacts?) - QB