2 · Quoting & Award

Stage 1 is where a customer RFQ is captured, its lines are sourced from suppliers, and the best supplier offer is awarded per line — which sets each line's cost and, via markup, its sell price. We create and populate an RFQ live on CORAL SEA, then tour a fully-sourced board on MAYASAN to show award.

2.1

Create RFQ

+ RFQ → customer reference

2.2

Add lines

catalogue item + qty + UOM

2.3

Confirm RFQ

finalise scope

2.4

Source suppliers

ranked offers per line

2.5

Award

lowest → cost → sell

2.1 Create a customer RFQ live

Click + RFQ (next to the RFQ selector). The New Customer RFQ modal offers three modes: Manual entry (empty RFQ, add lines by hand), Open full form in new tab, or Import from file (extract lines from Excel/PDF/DOCX). We use Manual entry and set the customer's RFQ reference.

RFQ created and focused. The **doc-strip** now shows Sales Inquiry `QTE2607070035` → Customer RFQ `EPS-CORAL-2607-A1` (0 lines) → Sales Quote → Create Sales Order → Supplier POs. Activity logs "RFQ received".

2.2 Add catalogue lines live

Click Add Line. The Add Line to Customer RFQ modal lets you pick From Catalog (the MSS item master, searchable by code / name / IMPA) or key a Manual Entry. Choosing a catalogue item auto-fills its UOM; you just set the order quantity.

Add Line modal (From Catalog). MSS Item search, Order Qty, UOM, and an optional Base Qty/UOM for per-unit price comparison.

Searching the catalogue returns real IMPA-coded items. We add two lines:

Line	IMPA	Item	Qty	UOM
L01	`472729`	INK CARTRIDGE FOR EPSON, INK-JET PRINTER BLACK	12	PC
L02	`331251`	EAR MUFF LEFT/RIGHT LOW APPLI, SNR24 (3M Peltor Optime 101)	6	PR

First line added — After the two-step confirm ("Add 472729 (qty 12) to RFQ EPS-CORAL-2607-A1?"), line L01 lands on the board.

RFQ board with two lines — The quoting board with both lines. Each shows item code, qty·UOM, a pending ref-code chip and **0/3 quotes**. The RFQ header exposes **Confirm RFQ · Verify · Update Suppliers · Update Cost/Price · Export**; the right rail flags "2 of 2 lines not yet awarded" and "2 lines under-quoted".

Per-line detail carried on every line. Behind each line the system now tracks the customer's own item text / code / UOM, requested brand & pack size, a description + remark pair, a cost-currency & FX rate, base-UOM conversion and a verification ref-code — all frozen forward onto the sales quote, sales order and downstream documents.

2.3 Confirm the RFQ live

Click Confirm RFQ and confirm the dialog. This finalises the RFQ scope and moves it draft → confirmed along the DRAFT → CONFIRMED → QUOTING → SENT → ACCEPTED track, unlocking supplier sourcing.

RFQ confirmed — scope is locked and the line rows are ready for supplier sourcing.

2.4 Source suppliers per line live

Sourcing gets a price from suppliers for each line. Expand a line and click Add supplier — rank 1/2/3 to attach a supplier; each attachment creates a draft purchase quote (PQ-…) for that line. In real use the supplier then returns a price (via the supplier portal, the Update Cost/Price spreadsheet, or manual entry); here we source L01 from Acme Marine and L02 from Blue Ocean Supplies.

Supplier assigned to a line — Line L01 expanded with the three ranked slots. Picking a supplier opens the DataQuery *Search* dialog (Add Supplier — Rank 1), and confirming creates the supplier's PQ line — shown here as **0/1 quotes · best 0.00 SGD** until a price comes back.

Per-line / Matrix / By supplier views re-shape the same data — line-centric, a line×supplier price matrix, or grouped by supplier.
Update Suppliers and Update Cost/Price bulk-apply supplier picks / prices from a spreadsheet (an RFQ export with the VENDOR/COST/PRICE columns filled — see 2b). Lines must be Verified first.

2.5 Award the lowest offer per line live

Once priced, each line's supplier slot shows its offer; awarding freezes that supplier's price as the line cost, and the markup % derives the customer sell price and gross profit. With both lines awarded, the RFQ header shows SUPPLIER QUOTED and the right rail flips to Create Sales Orders.

CORAL SEA RFQ with both lines awarded — Both CORAL SEA lines awarded: **L01** Epson ink → Acme (SUP-0087) cost **1.80** → sell **2.07** (+0.27); **L02** ear-muff → Blue Ocean (SUP-0123) cost **2.40** → sell **2.76** (+0.36). The right-rail hero reads **Ready to commit 1 RFQ → Sales Order · Create SOs**.

What award writes. The winning purchase_quote_line is stamped onto the RFQ line (src_supplier_quote_line_id, cost_unit_price, cost_source = awarded_pq). Losing offers stay on the board as ranked alternatives — nothing is auto-rejected.

2.6 Apply markup & generate the Sales Quote live

Apply Markup & Send prices the awarded lines at the configured markup and transitions the quote to sent — this is the customer-facing Sales Quote. After the customer accepts, the quote is ready to convert into a Sales Order (Stage 2).

Apply Markup & Send Quote modal — The *Apply Markup & Send Quote* modal — applies markup to the awarded lines and moves the quote to **sent**. The doc-strip's Sales Quote cell then links the customer quote.

Next. With the quote accepted, Stage 2 · Sales Orders turns the awarded RFQ into a Sales Order via the Create Sales Orders from RFQs modal.