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Table of content
Step-By-Step
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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
Scroll down to find the "RFI Specific Parts" and click on the button "New RFI Specific Part“
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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
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o Enter the contact name; find it on the list and click on it.
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o3- Click on the "Content Summary" field and add some details about the content of the Specific RFI you are asking to the supplier
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o4- Verify that the RFI has the status "is Active".
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o5- Click on the "Due Date" field to change the maximum date you want the supplier to return the RFI.
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o6 - Leave the status "Draft (We first need to attach the Excel template to this Specific RFI before sending it”
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o7- Scroll down and add the content of the request: explain to the supplier what you need
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o8- Scroll down at the bottom of the page and click on the button "Save".
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