Overview
Table of content
Step-By-Step
STEP 1
Account Owner you can Create” new RFI”
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account” A R WILFLEY AND SONS
NB: Create RFI on the supplier, not the supplier group
STEP 2
Scroll down to find the "RFI Specific Parts" and click on the button "New RFI Specific Part“
STEP 3
1- Verify that the name of your supplier is the right one on the field "Account".
2- Click on the magnifier next to the field "Contact", to search your supplier contact name
Enter the contact name; find it on the list and click on it.
3- Click on the "Content Summary" field and add some details about the content of the Specific RFI you are asking to the supplier
4- Verify that the RFI has the status "is Active".
5- Click on the "Due Date" field to change the maximum date you want the supplier to return the RFI.
6 - Leave the status "Draft (We first need to attach the Excel template to this Specific RFI before sending it”
7- Scroll down and add the content of the request: explain to the supplier what you need
8- Scroll down at the bottom of the page and click on the button "Save".
STEP 4
1-Scroll down to find the related list "RFI Selected Specific Part Templates" and click on the button "Add Templates”
How attach files to my Specific RFI
STEP 5
1- Fill part of the name and Click on the magnifier next to the field "RFI Selected Specific Part Template".
If no template appears, click on the "+" in the tab menu. Then choose "RFI Specific Part Templates" : you will get the full list
2- Click on the name of the template you need
3- Click on the button "Save".
Send my Specific RFI
STEP 5
Scroll to the "Go To Next Step" section and double-click in the pen next to the field "Status".
1- Click on the dropdown menu and select "Sent“
2- Click in the button "Save“
Help my supplier (I connect with the link)
STEP 5
Come back to your Specific RFI page in read mode.
1- Under the RFI detail, click on the link "Link" in the "URL for Supplier" type.
Make sure you are not a robot by clicking on "I am not a robot“
The supplier have the same access to this page. He can update the informations and you can see the results directly in Convergence.
As a supplier, download the Excel template, fill in it and then attach it back to the Specific RFI.
Receive the answer from the supplier
STEP 5
❑ Supplier View
As a supplier:
1- Click on Edit the specific RFI page and choose
2 -the status "Submitted".
3- Click on "Save"
As a buyer, you are warned by email that the supplier submitted his specific RFI
Click on the link in the email
STEP 5
Go back to the top of the form and click on the button "Mark Completed"
Need help?
Dear SalesForce Convergence user,How to ask for assistance?
For any question or issue regarding Convergence, please :
For account creation, please refer to here.
Thank you very much,
Convergence Team.
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